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littlejohn

07/27/24 3:31 AM

#14911 RE: bbotcs #14909

SMCI, figuring out where another 152% increase

in revenue is Plotted from is already

confusing enough to guess on...

https://venturebeat.com/ai/by-embracing-liquid-cooling-ai-powerhouse-supermicro-enables-30-more-computing-power-with-the-same-power-budget/

from first paragraph...

Supermicro revenue grew by 200% year
over year in the third fiscal quarter, and it’s
expected to grow another 152% by the
end of the year


Folks throwing in when The forward split

may actually come adds more confusion...

Around 15 million float, other than insiders

and institutions. priced at 800/share

would be about 12 billion $$...

That isn't small change for small investors

to move alone whether SMCI does a split

or doesn't...

It's the bigger money that needs convincing...

Shouldn't be long till the new guidance coming

out does the convincing from the attitude

of the CEO in past month...

Google didn't have bad earnings this past week...

This has by far been the weirdest week that

I remember watching in a long time...

And all the money being tossed out on

politics now isn't hurting economy no

matter what any candidates say that might

depress folks...

SMCI borrowing money last week for

expanding seems to increase odds on

a forward split as soon as August earnings

release date...peon opinion...


So we watch...LJ