SMCI inside share Ownership becomes worthless

if they don't get an auditor to

keep them public trading...

Every U.S. company getting a quote on

markets must have annual audit...

https://www.otcmarkets.com/stock/OHAQ/profile

There is no public trading venue for a

company without annual audits...

Think about it, in biz and growing since

1995 and they would let Ernst and Young

derail the life work of Charles and Spouse?...

POOF, that thesis is over my head...


Democrat control propagating wars around

world for Years has undermined the world

economy and seems a much bigger problem...

Would be good to see Mr. Trump choose

Ms. Haley as Secretary of State, which

could help her prospects in four years...

J.D. doesn't look like a succession prospect

if it has to be voted on...Good choice to tell

Israel that U.S. is cutting them off if they

don't pull out of Gaza...They will believe him...


So we watch...LJ

U.S. oil exports plunged by 1.4 million barrels/day

in weekly report for some reason...

https://ir.eia.gov/wpsr/overview.pdf

Wonder if a country stopped buying

U.S. oil exports?...

this is a post-election day report...

Elon hanging tight with next President should

be a little tell for oil investors to jump ship

before the waters get choppy...peon thesis...


so we watch...LJ

SMCI is bottoming because the high priced

puts are hard to make money on

now with price so low...

give us some juicy put info on high

priced things like amd,tsla,meta, and

on and on out there...

amd is in tech slowdown like SMCI...

tsla is seeing BYD plow over them

in China sales...

meta should see huge revenue drop with

election spending over now...

bring us a juicy put money maker,,,

that analysts talk about later...

so we watch...LJ

Amd better put play now?...SMCI bottomed and

should rebound as this 3rd quarter

slow down in tech biz changes...

SMCI gets better pricing in this slowdown

period which helps boost margins...

Slowdown info is in the SMCI CC in the

hardly watched categories...

Chip makers hearing of potential slowing

order flow will give incentives via pricing

to keep product moving...

Server makers, especially big DLC Server

lines, are the first line of offense to see

pickups in order requests again...

Election finally in rear view mirror...

Wall Street is baskakwards to Main Street...

TSLA was way over priced before the big

price jump again Wednesday, with BYD

kicking their arse in China sales,,,and more

more competition in U.S. now...

lol, good company and has audited financials,

but buyers should be losers from here...

Buy the deal when it's real still works on

Main Street, and just takes longer on Wall

Street for the big money to load heavy and

then start promo on it again...

Tech drops are due and it is a better time

to be in a low priced loser waiting till

it starts to rebound...

No money to be made on over priced

tech plays at this time...

Charles, at SMCI, was short on info to

analysts which helps keep folks from

looking too hard at Jensen of NVDA...

Guide low with little info and big beats

can come if biz rebounds fast after the

election lull is now over...

so we watch...LJ

Elon and his team at XAi approved this video

which showcases products from

SuperMicro, Nividia and other companies...

That statement from the SuperMicro

spokesperson is unaudited...

Quarterly numbers aren't audited from any company...

10K annual filing is late...

Actual biz rules require disclosure from

other party, before releasing any news

about them, such as a new auditor...

so we watch...LJ

NVDA round tripping news with affiliate, Coreweave,

was spinned hard...

Alas, Charles of SMCI, stated that

NVDA is not shipping Blackwell yet...

ooohhh, that pissed off folks,,,denial

of a chip delivery lag...

SMCI sells from a diversified group

of Ai chip sellers...

drill baby drill, oil companies went into

denial mode Wednesday also...


so we watch...

11-05-24, SMCI 8-k...

https://www.sec.gov/Archives/edgar/data/1375365/000137536524000038/fq125pressreleasedraftv7.htm

11-05-24, additional 8-K info on

retiring bank debt...

https://www.sec.gov/ix?doc=/Archives/edgar/data/1375365/000137536524000038/smci-20241101.htm

so we watch...LJ

SMCI record quarterly revenue is about 11% higher

than the previous quarter...

600 million revenue increase on 5.3 billion

to 5.9 billion number is phocking big...

Ain't no short sellers that can change how

math works for a growing company...

Will NVDA going into Dow on Friday try to

get Blackwell chips to market as soon as

they possibly can?...

SMCI is a bargain in the high priced lanes

no matter how articles get penned...

Gross margin up to 13.3% from 11.2%

in the previous quarter...

Basher article writers may over look that

info that was used to trash SMCI after

reporting for 4th quarter, 2024...

Peons need to take the deal that the big

shorts are spinning for them on SMCI now...

Peon thesis, of course, as always...


so we watch...LJ

SMCI CC reported about 400 million positive cash

flow in 1st quarter, 2025...

big turnaround from previous 2 quarters...

estimated up to 440 million net profit in

1st quarter and above past quarter...

estimated cash rose to 2.1 billion and above

1.7 billion cash in past quarter...

SMCI projects about 5 billion of inventory to

end 1st quarter and is above around

4.4 billion inventory of past quarter...

SMCI estimates that they have inventory

ready when NVDA starts delivering new chip

to market to go in DLC systems ready...

NVDA guidance moved to reserved while they

wait on the next chip coming to market...

SMCI gross profit projected at 13.3% for

1st quarter rebounded above past quarter...

CEO, with mega fortune on line, professed

intent to hire auditor and to maintain the

Nasdaq listing via an extension if needed...

e and y bus already did their run over of

company and company plans to keep

growing in the Ai biz...

Charles of SMCI stated that they are waiting

on new Blackwell chips to start coming from

NVDA to fuel future growth...

CC was going on when the sellers were

moving the after hours price down...

If you listened to CC you were able to

add cheaper shares when it was over...


so we watch...LJ

SMCI CC projected 400 million positive cash flow

for 1st quarter, 2025...versus minus

445 million in previous quarter...

gross margin increased to 13.3% in 1st

quarter versus 11.2% in past quarter...

SMCI projects 5.9 billion revenue in 1st

quarter, 2025 versus 5.3 billion in past quarter...

raised inventory to about 5 billion to end

1st quarter versus 4.4 billion in past quarter...

Raised inventory but are waiting on NVDA

to start delivering new chip and has muted

guidance for 2nd quarter while still waiting...

Increased cash position to about 2.1 billion

to end 2nd quarter which was at about

1.7 billion in past quarter...

Reported in filing today that the Bank of America

term loan is now paid off...

SMCI appears to be circling wagons with

foreign banks during turbulent times...

SMCI projected around 440 million net profit

for 1st quarter, 2025, with margin for error...

SMCI stated intent to hire a new auditor and

to make appeal to Nasdaq for more time if

needed to get 10K prepared after E and Y QUIT...

E and Y quits a lot...

https://www.nasdaq.com/articles/big-four-shakeup-ey-sheds-clients-faces-audit-scrutiny

Early exit polls after close show the voters

were selling blindly...

Maybe the new Dow entry, NVDA, can start

delivering new chips and boost spirits some

if/whenever they do it...

LJ, aka the peon, moved All Funds to black

on SMCI during what the current thesis

projects is only blind selling in after hours...

May take a miracle to pull this one up

to a winner in these turbulent times...

so we watch...LJ

dish bill up over 30% during Joe term...

thank goodness, karma will fix it...

at&t up over 30% during Joe term...

oh no, karma can't stop runaway

price raising companies...

and none of these companies ever lower

prices for existing customers...

might be why they are always having to run

promos to try to draw new customers...


so we watch...LJ

Russia made advances in Ukraine in October...

https://thedefensepost.com/2024/10/28/russia-advanced-into-ukraine/

so we watch...LJ

German warships dodge Red Sea and Houthi

potential threats...

https://thedefensepost.com/2024/10/30/german-warships-avoid-red-sea/

believe it or not...real news...

Western countries may be moving numbers

now to post low inflation data...

Shipping and insurance are big cost items...

so we watch...LJ

SMCI 19 billion market cap, 7 billion revenue

for year ending 06/30/23...

Price is now at the 2023 levels with

no growth need to justify it...

so what if they do around 6 billion of

revenue in most recent quarter completed

and Eventually to be reported...

https://www.otcmarkets.com/stock/SMCI/financials

Ernst and Young stated that they can't

quantify the company Integrity...


Hire an Auditor to count the Financials...

Plenty of Jews preaching on tv to watch

if folks so choose...

SMCI still needs NAACP representation

for litigation, IMO...


so we watch...LJ

AMD dropped 11% on same day that

SMCI dropped 33%...

so there was sell side programs

running anyway for bad news day...

ad revenues should go in the toilet

now, so what tech company gets hit?...

all look way over priced...

so we watch...LJ

Only oil popping 120 after a strong

attack by Iran on israel could make

oil stocks cool again...

and it would take cool oil stocks

to help cut Some of the losses from

SMCI short attack...

Hindenburg short attack coalition again

on Wednesday drove me to oil stocks

again in roll over action...

they might reap some of what they sew

before the dust settles...


so we watch...LJ

nvda dropping like a hot potato may be

getting put off by e and y causing further

delay of an SMCI 10K filing...

could be other tech companies that

get more scrutiny then also...

big money holding those long call

positions on tech wouldn't like it...

THERE is something behind the delay...

e and y could have done a disclosure

statement on things not known by them

beforehand and earned their money...

tech companies selling products to LLCs

with foreign ties that aren't disclosed could

be most likely suspect to watch for...

Gov't should have to give tech companies

a list of foreign companies banned to help

police the 'no sale category'...

heck, amazon set up an LLC to buy

property near Birmingham, Al. to buy

up property before later building there...

That kind of silent stuff is done in all

types of things and for good or bad...

so we watch...LJ

Appearance of heavy insider trading again on

SMCI was showing up this week...

volume on sold calls swelled prior

to the 30th date of regular earnings

date for announcement...

sold call action on 50 to 55 went bockers

to the upside Tuesday and before public

knowledge of e and y dropping out...

Monday before hindenburg short attack

was the previous date with appearance

of heavy insider trading activity...

hindenburg and Associates appear to be

a big coalition...


so we watch...LJ

PR and SD bot to replace HPE sold

today since they have Ernst and Young

as their auditor...

One flop on an auditor dump is hard

enough to endure...

Another item to watch and review for

future entries for me now...

so we watch...LJ

SMCI...hindenburg short attack has

wiped me out pretty good now...

HPE was sold today with Ernst and

Young as their auditor...

Will be reviewing other company prospects

on that basis for a Spell now...

Bill em and dump em kinda leaves a

bad pill to swallow...

FWIW,,,SMCX seems the entry gamble for

peons on the SMCI short attack until the

MM Collusion changes their money flow

tactics in the future...this can help keep

share positions intact without having to

take a loss and can allow trading on rebounds

and leaving share holds intact...

so we watch...LJ

Wall street collusion dims 28 billion revenue

goals Again...

what do we do now?...

so we watch...LJ

SMCI will be double late if they don't

file 10K on Wednesday,

so they could release the 1st quarter

earnings after the close on 30th...

You should be able to check your watch

by how big companies file...

On time and like clock work...

All the new tech ads have been nice...

but investors need info and guidance...

so we watch...LJ

had an old cow missing a tit,

but she would breed lickety split...


just gotta enjoy these good times

for a few more days...

could be plenty to complain about

after the dems sweep...

market and betcoin have Republican win

already priced in, don't ya know?...

Lower oil price reflects that sentiment...

Dem war machine is determined to retain

power and guide policy though...


so we watch...LJ

https://www.jpost.com/israel-news/article-826557

nuther loser week for me is nothing new...

bad karma is part Indian heritage

and not black...

no, biggie...blacks need to be in paid

ads and not Indians in U.S....

gasoline demand is probably 20% to

30% higher in Sept. and Oct. of 2024

than it was in Jan. and Feb. of 2024...

Gov't data put out doesn't show that

though because it can't promote what

needs promoting now...cheap gas price...

natural gas could approach zero soon if

folks believe that record oil production

is also happening now also...

I honestly don't believe it with the lower

rig counts ongoing and strong depletion

that comes from the shale wells drilled...

Can't go without a surge of more over

abundant natural gas if more oil production

was actually brought online in October...

Plenty of things to ponder out there...

After Trump loses and it hits freezing across

most of U.S again in January don't bet against

another miracle rally in gasoline demand

numbers to show in gov't data...


Gov't would just connect voting to online

via everyone's social security number

registration if they really wanted to clean

that up too in U.S. voting...

Ask Ai if you need a second opinion...


so we watch...LJ

Dem power money shorting oil over night

may create buying chance in oil

sector companies if low prices hold...

Re-election of Dem leadership very soon

could renew wars for 3 or 4 more years...

A buyer of oil companies on the dip could

dump them if Republicans had surprise win...

Barely over a half a day's supply of world oil

demand floating in storage is backgrounding

for the big overnight drop in oil price if any small

oil supply disruption happened...

2.69/gallon for gas and around 3.29/gallon

for diesel at pump is nice buying area but

hard to count on low prices holding after

the X-mas holiday price scheme ends...

Hyper inflation driving up prices slowing

has not lowered prices, so x-mas spending

could still be challenged even with the

annual holiday, low gas pricing scheme...


So we watch...LJ

Russia and Iran can cut off oil to India

being sold so cheap below market...

And let them buy the higher priced

oil at market price...

Since U.S. may have a president from

India soon that may have helped the

cheap oil price loophole go to India...

then China could scoop up oil cheaper

with their economy needing help...

Moving the cost metric away from the

pre designed choice of the current

leadership can be effective also...



so we watch...LJ

Up to $100/bbl oil price spike before election

day is still possible...

Unilateral move from Opec nations on

oil delivery and not just production short

term is what could trigger it...

Israel doesn't mind using U.S. funding

from ole school war backers in politics to

poke up more unrest...from both parties...

Have thought all along that Opec nations

may have wanted to be poked just before

the election week...

Interesting week ahead to watch...LJ

Israel genocide...Microsoft fired two employees

that supported Palestine relief efforts...

72 more slaughtered in past few days...

https://www.reuters.com/world/middle-east/israeli-forces-kill-38-people-khan-younis-storm-north-gaza-hospital-say-medics-2024-10-25/

Lebanon gets a break from attacks...

Israel now bombing in Iran...

Gotta keep up with news from the

unholy land and not get surprised...


so we watch...LJ

NOG sold calls closed...Jews can't stand these

low gas prices before election day...

So closing out on the NOG sold call

position on Friday seemed prudent...

Their production results are looking

good too...


so we watch...LJ

overpriced tsla pump shows trump lost before

he even knows it...

those pump and dump crews think

they have 3 or 4 more years to

launder out over priced shares...

just watch the money flow...

so we watch...LJ

Aces or 8's might win...SMCI or HPE...

which one is the long term hold

for Aces?...

Dell is the street fav, so it moves

anyway...

this peon isn't smart enough to know...

so we watch...LJ

SMCI shows about 5 times short volume

as the slow volume today so far

for the September short date...

https://finance.yahoo.com/quote/SMCI/key-statistics/

With filings, how high and how fast

it moves may be more to watch than

what gaps get filled...


so we watch...LJ

That was the pre-hindenburg gap down set up

day on Monday before they released

the short attack...

Who Knew?...other than hindenburg and

Associates...

That gap down around 65ish was after

earnings on margin decline...

How long does the short attack orchestra

keep playing may be what determines

which gap down matters most...


so we watch...LJ

VTLE still seems a good, growing company

in the sector...

VTLE did a deal that wasn't Accretive to

EPS in late 2023 that hurt EPS and

shareholders by lowering the share price...

VTLE still priced lower than some smaller

peers like SD and larger peers like PR...

NOG also looks cheaper by the same

gauges but not by so much, maybe because

of paying a dividend...

Seasonal time to hold some sold calls on

cheap buys with holidays approaching is

a decent way to buy in slowly...

Not much to think could spook them real

high quicker at this time of year...


so we watch...LJ

thesis, hindenburg and Associates on 100% of

the time create a wake of destruction in

order to pursue shorting profits...

India requested more help on the topic...

https://www.aljazeera.com/economy/2024/7/2/new-twist-in-clash-between-us-short-seller-hindenburg-and-indias-adani

https://www.livemint.com/market/stock-market-news/what-is-short-selling-how-hindenburg-used-it-last-year-to-make-4-million-from-the-adani-groups-shortsell-11723379732208.html

SMCI had two separate Audit companies

for the last two fiscal years...

SMCI had to clear Audits to enter the

S&P 500 and Nasdaq 100 indexes in

first half of 2024...

There seems to be an unreasonable

delay in releasing the 10K filing...

If there was a screwup it couldn't be

changed by any delays...

Cooperating with a DOJ investigation might

be a reason for them to delay...

Anyone building a racketeering case after

the India complaints would need time...

Time to track money flow from India shorting

profits and where they flowed to and by whom

to make more short bets on companies...

Seems bigger item than lil ole SMCI which

has gotten a lucky, growth spurt...

Seems like SMCI should have filed already

and are just dragging for some reason...

peon thesis only, of course...

so we watch...LJ

Can't be racist and not consider all investments

when eliminating capital gains as

a method to lower tax liability...

Market trends lower until Trump loses,

and then valuations on Everything start

dropping before tax laws change...

We thought the last four years were ugly

with hyperinflation...

Hyper-Deflation is gonna be worse...

Just need a liberal attorney to show folks

how it will create massive losses...


so we watch...LJ

HPE 19.31, some backgrounding on cheap Ai play...

https://finance.yahoo.com/news/value-investors-buy-hewlett-packard-134012281.html

so we watch...LJ

Hopefully paying it forward comes back

to help SMCI...

Bigger discounts in 4th quarter crimped

margins and sales to Musk companies

came along then...

1+1=2 is usually how things add up...

or in this case subtract...

need that 10K filing...

so we watch...LJ