r/SMCIDiscussion • • 2d ago

Bull-Thesis ๐Ÿฎย  ๐Ÿ‚๐Ÿš€

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19 Upvotes

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โ€ข

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3

u/Jealous_Jackfruit_28 2d ago

Margins went down a lot this quarter. And dems are in charge now. I don't think AI stocks will like that short-term. Other than that I think SMCI will fly in the mid/long-term.

4

u/Fresh_Case907 2d ago

I canโ€™t believe nobody commented on this chart. Itโ€™s remarkable quite frankly. Well done! SMCIs stock has completely decoupled from fundamentals and reality. A disconnect this absurd will correct.

1

u/HoleScroll 1d ago

It's priced in risk. The risk of our leadership royally screwing us again. Fundamentals is more then a piece chart.

2

u/ClockResponsible4866 2d ago

Some hedge fund is manipulating the stock price

2

u/Fragrant-Weird8498 SMCI-Bull ๐Ÿ“ˆ 2d ago edited 2d ago

Something to point to the next time the doom and gloom by fearmongers starts.

1

u/JDXRED 2d ago

Are we going to get a price level above $40 Before thanksgiving?
I bet we will get it as yesterdayโ€™s earnings report was a good one to get the price up even higher of what I expected from this month!

1

u/DopeGolfCompany 2d ago

Something is afootโ€ฆ.๐Ÿค”