SMCI

“A lot of the overhang in SMCI has been its management problems in the past.”

“management just does a I'll say a piss poor job of managing expectations. All right? They don't do a good job of guiding those expectations with analysts.”

“I think a lot of short sellers like to attack the stock because it is so easy to attack because of these past allegations.”

“You can see here 65% revenue growth expected for this year. That's fiscal 2026 on the company's reporting schedule.”

“We see here SMCI able to grow the its sales by 65%. So if you wonder, you know, why are why is the server market growing at 12 to 15%, SMCI is able to grow its its revenue at 65%.”

“even though sale earnings are expected flat this year, expected up 50% next year.”

“Okay, we see here even though sale earnings are expected flat this year, expected up 50% next year. Okay, as it turns that market share into better profitability...”

“But if we look here right now, SMCI is trading at 0.91 times its uh its sales. Okay, so investors are paying 91 cents for every dollar in sales generated by the company.”

“$33 billion market cap. Okay, that is a price to sales 75 times that $44 billion in sales expected. $33 billion divided by the $17 billion where the stock is right now. That is 94% upside on this stock.”

“75 time 36 will take $44 billion where it will be next year. $44 billion expected revenue next year.”

“we see an 82% uh revenue growth expected for the quarter up to 10.4 four up to10.3 billion dollars for the quarter.”

“$33 billion market cap.”

“I think it's down 28 26% or so.”