ilmscore | SMCI Stock Worst Case is Also Best Case for Investors

SMCI Stock Worst Case is Also Best Case for Investors

Published: 2024-11-18
Status: Analyzed

Predictions from this Video

Total: 12
Correct: 0
Incorrect: 0
Pending: 12
Prediction
Topic
Status
Super Micro Computer delisting from NASDAQ is the base case scenario and will be confirmed soon.
"I said two weeks ago that delisting was now the base case scenario and we're going to find out if that's true soon"
SMCI
Pending
A delayed delisting for Super Micro Computer is more likely now that a plan has been filed.
"so now a delayed the listing would now be more likely now with a plan filed"
SMCI
Pending
Super Micro Computer will not have enough time to prepare its reports and find an auditor to approve them.
"smci just just doesn't have that time it needs to not only put its reports together but also find an auditor that's going to review and approve them"
SMCI
Pending
Super Micro Computer will not go bankrupt due to its current problems.
"None of the current problems are going to bankrupt this company not even close"
SMCI
Pending
Super Micro Computer's valuation multiple will increase from 0.4x revenue as it resolves its current issues.
"a company booking 20% Revenue growth isn't going to be trading at4 times Revenue valuation for very long as it works through this current mess that that valuation will creep back up"
SMCI
Pending
Super Micro Computer's revenue forecast will slightly decrease due to some orders shifting to Dell.
"yes that revenue forecast will likely come down a little bit as some orders go to Dell instead"
SMCI
Pending
Super Micro Computer will remain the leading server solution company.
"but but smci is still the server solution company and that's not going to change"
SMCI
Pending
Nvidia will face challenging growth comparisons over the next year.
"the problem here is it's coming into some very tough comparables over the next year for that growth"
NVDA
Pending
Nvidia's high valuation will cause investors to reconsider their positions, leading to increased stock volatility.
"investors start to reconsider the high valuation the stock is trading at it and that's going to make it more volatile"
NVDA
Pending
A massive wave of IPOs is beginning due to changes at the SEC.
"Nation we are just starting to see the beginning of a massive wave in IPOs that will come from changes at the SEC"
IPO Market
Pending
Cybersecurity will be a leading growth theme for the next decade.
"Palo Alto is a leader in my favorite growth theme for the next decade cyber security"
Cybersecurity Industry
Pending
Energy stock prices will continue to be supported by fewer regulatory burdens and sustained cash flow positive status even with lower oil prices.
"The prospect of few regulatory burdens plus the fact that most oil companies are still cash flow positive with oil as low as $45 a barrel that should continue to support prices for these stocks"
Energy Sector
Pending