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🚀 Contrarian Alert: SMCI's Dip Could Be Your Golden Ticket📊

  • Writer: Gabor Fogarasi
    Gabor Fogarasi
  • Jan 30, 2025
  • 2 min read

Updated: Dec 9, 2025


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! 💰

Our portfolio already has $SMCI (Super Micro Computer, Inc) 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. 🔍


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) $AMD (Advanced Micro Devices Inc) $MSFT (Microsoft) 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! 🤑


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:


✅ 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.

✅ SMCI enrolled BDO (the 5th largest accounting firm) in November 2024. They are working tirelessly on their reports.

✅ 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! 🚀Uncertainty goes away, they become a functioning company again!


🎲Of 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.


🌊SMCI 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! 🏹


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) - these could all be players in the AI revolution. But SMCI might just be the dark horse 🐴 that takes us to the moon! 🌙

💚 I'm Gabor Fogarasi - I Don't Work for Money, Money Works for Me.💰

🔄 eToro’s CopyTrader feature lets you automatically mirror my Strategy! 🚀

✅2023 - 54.58%

✅2024 - 54.1%

Gabor Fogarasi @fogi70

eToro Popular Investor 🏦

CISI Level3 Investment Certification

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.


 
 
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