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valuemind

05/01/24 12:41 PM

#112662 RE: hweb2 #112647

Hope you got some already? I bought back 90% short term SMCI shares at 742, 730, 720 and 710. Additional 10% at 700 has not been filled! This is the company which is so well managed that it has not had one loss years since its IPO!

littlejohn

05/02/24 12:01 AM

#112674 RE: hweb2 #112647

SMCI forecasting 30%+ revenue growth in current quarter

versus quarter just reported...

SMCI forecasts 5.1 billion to 5.5 billion

for current quarter versus the 3.85 billion

for quarter just reported...

CC transcript link...

https://finance.yahoo.com/news/super-micro-computer-inc-nasdaq-144129328.html

DLC server rack items caused a

surge in inventory at end of quarter

just reported to meet the demand

coming in the current quarter...

CC actually helped explain things...

It doesn't forecast the distant future,

but it hints the sell off was overdone...


So we watch...LJ