๐ ๐๐จ๐ง๐ญ๐ซ๐๐ซ๐ข๐๐ง ๐๐ฅ๐๐ซ๐ญ: ๐๐๐๐'๐ฌ ๐๐ข๐ฉ ๐๐จ๐ฎ๐ฅ๐ ๐๐ ๐๐จ๐ฎ๐ซ ๐๐จ๐ฅ๐๐๐ง ๐๐ข๐๐ค๐๐ญ! ๐
- Gabor Fogarasi
- Jan 30
- 2 min read

Hey fellow investors, copiers! I've got my eye on a potential goldmine that's been flying under the radar. Super Micro Computer has taken quite a hit lately, but this dip might just be our chance to strike it rich! ๐ฐ
Our portfolio already has $SMCI (Super Micro Computer, Inc)ย and if I can, I'll be freeing up some money to buy more at current prices.
Why I am looking at the company: SMCI's stock has been hammered due to delayed financial filings and some noise from short-seller company Hindenburg Research. ๐
1. SMCI is a powerhouse in the data center market, especially in liquid cooling solutions crucial for AI and large language models.
2. They've got a sweet partnership with all tbe big players, $NVDA (NVIDIA Corporation)ย $AMD (Advanced Micro Devices Inc)ย $MSFT (Microsoft)ย Broadcom, and a robust product lineup that's set to dominate the liquid cooling market.
3. The intrinsic value is calculated by analysts at $85, presenting a potential 160-180% upside from the current share price. Talk about a bargain! ๐ค
Now, I know what you're thinking - If it is a bargain, it must have a reason, and it has! Those pesky filing delays! Well, buckle up because things are about to get interesting:
โ Allegations of questionable accounting practices by Hindenburg, and EY resigned as their auditor. Pretty bleak moment, when your auditor refuses to sign your quarterly report.
โ SMCI enrolled BDO (the 5th largest accounting firm) in November 2024. They are working tirelessly on their reports.
โ They're expected to file Q4 reports on February 3rd, with a deadline for Q2 and Q3 2024 on February 25th. These dates can change of course.
Once those reports drop and show even half-decent numbers, we could see this stock skyrocket overnight! ๐Uncertainty goes away, they become a functioning company again!
๐ฒOf course, there are risks. The big one is if they don't file those reports. But as a contrarian investor, I see this as a calculated risk with potentially massive rewards.
๐SMCI is perfectly positioned to ride the AI wave. The tech giants are in an all-out war to build AI infrastructure, and SMCI is supplying the weapons! ๐น
So, what do you think? Are you ready to join me on this potential rocket ship? SMCI, NVDA, AMD, INTC, MSFT, $META (Meta Platforms Inc)ย - these could all be players in the AI revolution. But SMCI might just be the dark horse ๐ด that takes us to the moon! ๐
๐ Invest smarter, not harderโcopy my trades and watch your portfolio grow! ๐
โ 2023 - 54.58%
โ 2024 - 54.1%
Gabor Fogarasi @fogi70
eToro Popular Investor ๐ฆ
CISI Level3 Investment Certification