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HUGE GROWTH: Why I'm Buying the Stock CRUSHING Nvidia 

Ticker Symbol: YOU
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Get access to pre-IPO investments with Linqto: l.linqto.com/TickerSymbolYOU and use my code TSYOU500 to get $500 off your first investment!
Supermicro Computer ( SMCI stock ) has made MASSIVE gains over the last few weeks, thanks to the generative AI boom #openai kicked off with #chatgpt as well as their new text-to-video model #sora . SMCI packages chips from companies like #nvidia ( #nvda stock ), AMD ( AMD stock ), and Intel ( INTC stock ) so they can go into data centers for Microsoft ( #msft stock ), Google ( GOOG stock ), and Amazon Web Services ( AMZN stock ). But with so much growth so fast, is SMCI still one of the best stocks to buy now?
» Top Stocks for 2024: • Top 10 Stocks to Get R...
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» Main Street Data (Best Financial Charts): mainstreetdata.com/subscripti...
Simply Wall Street's Supermicro (SMCI Stock) Valuation:
simplywall.st/stocks/us/tech/...
» Nvidia (NVDA Stock) Valuation: simplywall.st/stocks/us/semic...
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simplywall.st/stocks/us/autom...
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Timestamps for this SMCI Stock Deep Dive:
00:00 SMCI Stock's Huge Rally
01:20 Supermicro Computer
05:00 SMCI Competitive Advantages
08:46 SMCI CY Q4 2023 Earnings
13:34 My Thoughts on SMCI Stock
Resources & References:
» @SupermicroPage & AMD CEOs - Future of Data Center Computing: • Supermicro & AMD CEOs ...
@BloombergTechnology Super Micro CEO Sees Market Gains Amid Huge Stock Rally: • Super Micro CEO Sees M...
@CNBC Super Micro CEO Charles Liang: Our growth can be very strong in the next few years: • Super Micro CEO Charle...
» SMCI Earnings: ir.supermicro.com/financials/...
» Nvidia GPU Advances: • NVIDIA'S HUGE AI Chip ...
» Nvidia AI Advances: • NVIDIA'S HUGE AI Break...
» OpenAI Dev Day: • OpenAI & Microsoft's H...
» Google AI War: • The AI War Has Begun! ...
🙏 Thanks for watching!
Disclosures:
All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.
See additional disclosures at tickersymbolyou.com/disclosures/

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8 июн 2024

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Комментарии : 448   
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Get access to pre-IPO investments with Linqto: l.linqto.com/TickerSymbolYOU and use my code TSYOU500 to get $500 off your first investment!
@ah3detroit
@ah3detroit 3 месяца назад
Does Linqto invest in their private pre-IPO companies who use the platform? If so, Do you know what % is charged? I invested in shares of the StartEngine platform a couple of years ago. Their growth includes a small %-age of the companies who crowdfund with them. I was just asking them how can I purchase more shares. 📈⭐️💫
@arnoldbioursckii6639
@arnoldbioursckii6639 3 месяца назад
This particular stock gets nearly totally ignored on CNBC. 2/22/24’s FAST MONEY and MAD MONEY mentioned Nvidia several million times…the Mad guy even suggested he single handedly discovered NVDA when everyone else in the world was criticizing him! I bet there has been a time that Mad Money said “don’t buy”…opinions change with the wind direction. Anyway, I counted how many mentions of SUPER MICRO on the 2 shows. ONE…in passing. The channel has evolved or devolved into a running ad for certain stocks. I own Salesforce, a wonder stock with a wonder CEO and wonder everything. But did it warrant being mentioned in a past show 13 separate times? ‘
@RockinRonny420
@RockinRonny420 3 месяца назад
I read all the comments. Keep up the great research, Alex, and pay no attention to the dolts! ❤
@michaelmuller8494
@michaelmuller8494 3 месяца назад
Deep dive is great, can't be deep enough to understand a company.
@shorts_luv7634
@shorts_luv7634 3 месяца назад
I m interested in investing in nasdq 100.Any advice as to go w nasdq or just individual stocks like nvidia ,amd etc
@randolphwagner7658
@randolphwagner7658 3 месяца назад
@ lukeangell - ALTHOUGH the market isn't so stable, it isn't as bad as people think. With the right techniques & knowledge, one can easily make so much profit from the market in a day, go do your own research.... In all honesty, as a starter who knows next to nothing, I am about +65k up just in a couple of months... I'm a pensioner, and I am using these extra resources to help pay for odds and ends that I want.
@waynejacobs5241
@waynejacobs5241 3 месяца назад
Hi Randolph Wagner, your profit margin is quite inspiring and stunning for a starter; how come? what is your biggest holding, do you make use of spreadsheet? Thanks.
@randolphwagner7658
@randolphwagner7658 3 месяца назад
@ bertjames - NO I don't. Spreadsheet has always seemed stressful, and of no relevance to me.. For my top holdings, I copy Kelly Marie Matwick's positions automatically in real-time. Look her up, she's good.
@sharroncampbell4009
@sharroncampbell4009 3 месяца назад
@@randolphwagner7658I used to share an office block with Kelly.
@biswajitsadhu3607
@biswajitsadhu3607 3 месяца назад
As an Sw Engineer, I say It's a server rack company.. So it growth is limited and there can be much competition to replace them. Max margin of 8%... which is very little... Less innovation is needed and it depends on NVDA, not the other way around. It can never replace NVDA
@groundhabit6408
@groundhabit6408 3 месяца назад
Why is Nvidia working directly with them and not the competition ? Serious question.
@formica.
@formica. 3 месяца назад
As a HW Engineer in the 90s, Supermicro was the premium rack business. Sounds like it still is.
@groundhabit6408
@groundhabit6408 3 месяца назад
@@formica. and expanding exponentially. I don’t see how competition can just easily take their share of the market.
@Flippity4
@Flippity4 3 месяца назад
@@groundhabit6408 NVIDIA will simply outinvest in the same stuff and do it in house once demand actually skyrockets for industrial chips or AI
@RajaseelanGaneswaran
@RajaseelanGaneswaran 3 месяца назад
Same here. This is a budget server company. They are definitely having business, but it is mainly riding on the AI hype. They have a good business model though.
@mariocabella5476
@mariocabella5476 3 месяца назад
What about this: Price December 2024 Nvda $1500 Smci $2000
@no1no1655
@no1no1655 3 месяца назад
As always, thank you for well-researched info. Keep up the good work and best of luck
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Much appreciated!
@jonbecherer5103
@jonbecherer5103 3 месяца назад
love your style. thank you.
@msingh1403
@msingh1403 3 месяца назад
Great video. Very informative and detailed. Thanks! Keep posting such great videos.
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Thanks for the kind words! Will do.
@AR-el1su
@AR-el1su 3 месяца назад
Carefull guys … just go with NVIDIA ..
@felixgeorgeault6079
@felixgeorgeault6079 3 месяца назад
Exactly what I thought. When I saw SMCI I wanted to put all the money I had in NVIDIA into it. But then I remebered not to be gritty. And today I am so happy I didn't do it because some days later we saw those REALLY bad -22% and -15% days, I would've lost so much jesus. So yeah, in my opinion it is very risky to invest in this company. To me it is a huge bubble waiting to collapse like it just did couple of days ago
@johnsonsmathandartmvc9597
@johnsonsmathandartmvc9597 3 месяца назад
@@felixgeorgeault6079 you are so wrong on smci.😅
@zweitezl5225
@zweitezl5225 3 месяца назад
@@felixgeorgeault6079 ye and now its ATH
@SastravithKhieu
@SastravithKhieu 3 месяца назад
Thank you for sharing!
@peyton.1085
@peyton.1085 3 месяца назад
Always great, concise, informative content. Thanks a bunch for the work you do!
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Much appreciated!
@binaryvat
@binaryvat 3 месяца назад
Once again, great content!! Thanks for the info
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
My pleasure!
@eliafitzgerald8615
@eliafitzgerald8615 3 месяца назад
Thanks for the info Alex, I bought some when the price dropped. keep the great work!
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Awesome! Thank you!
@bosscanuck2822
@bosscanuck2822 3 месяца назад
Thanks. Good job!!
@noel3830
@noel3830 3 месяца назад
Let’s hear about something that has not already had a run!
@timgraham185
@timgraham185 3 месяца назад
ggogle Olivia Rene Reyes and learn everything you need to know
@idaPerez-js3re
@idaPerez-js3re 3 месяца назад
Great research! Thank you.
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Glad it was helpful!
@krimstix
@krimstix 3 месяца назад
I got VGT, VOO and SMH. This way I don't have to worry about picking which stock to invest
@Edward-np4ih
@Edward-np4ih 3 месяца назад
and IYW FTEC QQQ.....
@krimstix
@krimstix 3 месяца назад
@Edward-np4ih I'd be careful adding them. You're going to have a high expense ratio. My highest is VGT and lowest is SMH and I only have .08 expense ratio. Not bad imo
@marcos14223
@marcos14223 3 месяца назад
VOO?? u are holding like 400 lagards that dont move... a lof of bank stocks
@cksh4182
@cksh4182 3 месяца назад
@@krimstix fees is not everything.
@jwa7378
@jwa7378 3 месяца назад
That's you! Lol Nvidia and SMCI/AMD have made me over $37,000 in 3 months. I enjoy picking stocks
@katherinehicock9452
@katherinehicock9452 2 месяца назад
Thank you for the great information. Also, your video graphics are awesome. 👏🏼
@TickerSymbolYOU
@TickerSymbolYOU 2 месяца назад
I appreciate that!
@sherrydance144
@sherrydance144 3 месяца назад
Impressive! Great detail.
@HelderParracho
@HelderParracho 3 месяца назад
Top content! Thank you so much for all the effort you put in each video.
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Glad you enjoy it! Thanks for watching.
@anonsurf6640
@anonsurf6640 3 месяца назад
The quality and content of your video is amazing. You are one the few channels we can rely on for research and due diligence. Super.. Thanks.
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
I appreciate that! Cheers
@josephblondet
@josephblondet 3 месяца назад
Thank you bro.!! 1 ?. How can we get ahead of the price change? This company tripled and of course we want to talk about it. Can we find companies with the fundamentals and future potential prior to it exploding?! A list of potentials for the next let’s say 3 yrs..
@user-tb1jy7rr9e
@user-tb1jy7rr9e 3 месяца назад
Great info!
@formica.
@formica. 3 месяца назад
Commenters: "Tell me what to buy." If it goes up, "I am brilliant." If it goes down, "Alex is a scammer." Sorry Alex, the silent majority appreciates YOUr hard work.
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
🥲 I appreciate this comment more than you know
@meaversand
@meaversand 3 месяца назад
when you make claims, would it not be more believable if you post PROOF, just wondering otherwise I would have to conclude you are a hater
@hashi323
@hashi323 3 месяца назад
@@TickerSymbolYOU N I appreciate your channel more than you know :)
@cubertmiso
@cubertmiso 3 месяца назад
jim cramer of the tube
@atangbingana283
@atangbingana283 3 месяца назад
No one is perfect!@@TickerSymbolYOU Part of the journey. You did have a bit of a shocker but it happens you'll come out stronger than this and sure hopefully your community will be a bit more patient or understanding of your mistakes as you scale . or maybe do an open message/real talk video/ post mortem haha
@yahyakenoussi577
@yahyakenoussi577 3 месяца назад
Thank you Alex 🙏
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
My pleasure!
@petrsiman4144
@petrsiman4144 3 месяца назад
Thanks, Alex. Cool video about SMCI, quite helpful. I have a relatively big position in SMCI, which I've bought about 1 year ago at PE 12-15. Keep going your super job! 👍
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
So awesome! You’re killing it!
@patrickbateman4152
@patrickbateman4152 3 месяца назад
This video is a year too late
@yanghottie
@yanghottie 3 месяца назад
@@TickerSymbolYOU hi there I am from Singapore am also into smci a small position only but I came into smci only Jan this year lol 😂 for 332 a piece would u think a ps ratio like 15+ would even be warranted in the next few quarters at the peak of AI boom
@henryTech720
@henryTech720 3 месяца назад
Are you buying any now at current high prices?​@@TickerSymbolYOU
@mzallocc
@mzallocc 3 месяца назад
This is one of the best videos Ive seen in quite a while. Thank you for doing this.
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Glad you liked it so much. Thanks for taking the time.
@newjdm
@newjdm 3 месяца назад
Thanks for the stock idea. Seems like a solid business
@jj2635
@jj2635 3 месяца назад
Dawg, this in depth analysis is top tier. Thank you for helping us get the info we need 🙏🏽
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
My pleasure. I love making these videos.
@IrekMierzejek
@IrekMierzejek 3 месяца назад
Great job!
@timgraham185
@timgraham185 3 месяца назад
really useful information
@patricethomas7703
@patricethomas7703 3 месяца назад
I'll be following you for the next 10 years...
@Maguirehook
@Maguirehook 3 месяца назад
Hit 200k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started with 14k in last 4months of 2023..
@Maguirehook
@Maguirehook 3 месяца назад
I don’t comfortably throw recommendations of her on the internet God she’s brilliant her skills are set exceptionally .Thank you Amelia Jason I’m sure there’re also good people who excel in their field ! .
@Starkham
@Starkham 3 месяца назад
Woah for real ? I'm so excited. Her strategy has normalised winning trades for me also. and it's a huge milestone for me looking back to how it all started
@Maguirehook
@Maguirehook 3 месяца назад
she's mostly on Telegrams, using the user name.
@Maguirehook
@Maguirehook 3 месяца назад
@AmeliaJason11 💯 that’s it
@Maguirehook
@Maguirehook 3 месяца назад
When sending her a message do ensure she’s VERIFIED” cause a lot of imposters out there., .
@Giovanni6067
@Giovanni6067 3 месяца назад
Good on you man, just follow the trend and anything you buy will go up. Similar to the recent lithium stoke, even companies that will exploring were going up big just for mentioning LITHIUM. Now it is AI, same same
@richardmansfield1013
@richardmansfield1013 3 месяца назад
thank you for that
@alecgeorgala1
@alecgeorgala1 3 месяца назад
Well structured video. It would be even better if disadvantages / risks were included as a chapter for a more rounded view. Thanks again for the content.
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Great suggestion! I tried to convey them all when I talked about the key man risks. I’ll call them out more clearly next time.
@tpoppe83
@tpoppe83 3 месяца назад
Yes to the price targets
@timrayen8309
@timrayen8309 3 месяца назад
Good morning Alex, lion EV the cash flow and revenue looks very promising for me very attractive at a $1.68 for a couple years it's been hovering at this and I've had it on my radar along with your RU-vid channel Alex! Have a good one
@fscubetech7219
@fscubetech7219 3 месяца назад
The great content.
@johncox6
@johncox6 3 месяца назад
Thanks!
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
❤️
@hashi323
@hashi323 3 месяца назад
Can you give your opinion on Marvell? Where does it stand in the AI rush?
@jeromeelston1092
@jeromeelston1092 3 месяца назад
Thank you. Definitely one of the best videos I’ve seen. I feel like I have a full understanding SMCI.
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Glad it was helpful!
@fredlacroix6865
@fredlacroix6865 3 месяца назад
whats your take on RKLB?
@eirikuregilsson4949
@eirikuregilsson4949 3 месяца назад
Really really helpful the "I'm not here to keep you hostage" and the timing sections of your videos so we don't have to waste time and know exactly what you're going to dive into. Really good quality videos you make, I really appriciate your efforts. Thank you
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Glad it was helpful!
@jef4300
@jef4300 3 месяца назад
Why all finance RU-vidrs only talk about stocks after they explode! It’s already late if the stock is 4x
@Shaq94701
@Shaq94701 3 месяца назад
Hi Alex! Great content and you’ve done an awesome job of being descriptive and thorough in your analysis which has really helped me. What are your thoughts on nvidia close to $800/share? And at what point do you think the stock becomes more than it’s worth?
@lesliekoncz7275
@lesliekoncz7275 3 месяца назад
can you share your stock pick and how do you determine entrance price
@CapstickJC
@CapstickJC 3 месяца назад
🙏🏻great video
@markrobertdevison1227
@markrobertdevison1227 3 месяца назад
A few months ago on this channel I suggested others add SMCI to their portfolios. I hope everyone bought some shares. I added them at 65, bought more around the $400 price point. My cost basis is $264. I believe it has a long runway. Happy to see a video on SMCI.
@marcos14223
@marcos14223 3 месяца назад
Nice dude, congratz on that big profit,
@kroanosm617
@kroanosm617 3 месяца назад
Wish I had seen your comment. I'm always looking for companies like this. The ones that benefit from the larger companies like NVDA.
@markrobertdevison1227
@markrobertdevison1227 3 месяца назад
@@kroanosm617 One company it's still not to late to open a position in is ARM. I would still buy more shares of that company, I do have a position at a lower price than where it's trading at today.
@marcos14223
@marcos14223 3 месяца назад
@@kroanosm617 AI* thats the gold not NVDA, they are the first ones taking profit from AI. I am looking for software / services that could take huge benefit from AI, thats where next Amazon, Meta, Google is going to be born IMO
@lionheart93
@lionheart93 3 месяца назад
take profits now?
@montojee1626
@montojee1626 3 месяца назад
Seems I missed, I will try to take some position when pull back.
@briantep458
@briantep458 3 месяца назад
I love these kind of stocks because its the type of stock that retail absolutely hates. There is no moat, there is no IP, and none of this actually matters. The only thing that matters is if NVDA/AMD chooses SMCI for their data centers. Business relationships matter. This is a pure momentum play/proxy for NVDA/AI. If you really think NVDA can run to 4-5T dollars, then SMCI can easily 5x (at minimum) even from these levels.
@grantguy8933
@grantguy8933 3 месяца назад
Good point. Just follow the music and run before it stops hopefully.
@rc....
@rc.... 3 месяца назад
@@grantguy8933 when will that be?
@ttb1513
@ttb1513 3 месяца назад
@@rc....I’ll let you know.
@carmellejean-paul4334
@carmellejean-paul4334 3 месяца назад
Another quality video!
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Thanks again!
@psykotik142
@psykotik142 3 месяца назад
Hi, i think it would be cool to have a list of potential companies that operate in the same field. I'm not a huge fan of analyzing every company and i don't watch the news everyday. A quick list of the concurrents of the company you present would help to see the bigger picture. Just like when you want to buy a computer you're gonna first think microsoft and then what are the other options? probably Mac and Linux. Just with that i can they take a quick look at the three of them to decide which one i'd prefer.
@docrw
@docrw 3 месяца назад
Great videos
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Glad you like them!
@MegaLmae
@MegaLmae 3 месяца назад
But you told us it was better to buy QCOM than NVIDIA only a few weeks ago.
@IonDragonRivenEUW
@IonDragonRivenEUW 3 месяца назад
Yup. This guy can't make up his mind.
@MegaLmae
@MegaLmae 3 месяца назад
@@IonDragonRivenEUW he is just a RU-vidr
@Buddy-fd2pp
@Buddy-fd2pp 3 месяца назад
@@IonDragonRivenEUW diversification is key NVDA is a titan you should def have it in ur port but to add you should have SMCI & QCOM they are all creating disruptive technology…
@TaiLaTien
@TaiLaTien 3 месяца назад
Why are you guys listen to some youtubers? Research your own due diligent. Treat him as a information deliver.
@starkovinc.4211
@starkovinc.4211 3 месяца назад
😂😂😂
@fiddlediddle11
@fiddlediddle11 3 месяца назад
Do we need to be concerned about any of the issues around SMCI that led to them being delisted from the stock exchange and the fine imposed on them by the SEC (in 2020 I think)?
@SB-yq6ze
@SB-yq6ze 3 месяца назад
And once everyone has a fancy computer case can they keep growing at the same rate?
@hidad7298
@hidad7298 3 месяца назад
Supermicro does have strong growth potential but I think it’s PE ratio is still too high and the stock price is getting ahead of itself, great stock to day trade because of its volatility but not a great time to invest unless it is in correction
@mssunshine6259
@mssunshine6259 3 месяца назад
My three favorite channels: Ticker Symbol: YOU, Stock Brotha, & Everything Money. Love them all! ❤ ❤ ❤
@rua.001
@rua.001 3 месяца назад
Wish I had bought their stocks way back. I fondly remember my dual pentium pro desktop built with their motherboard. Always liked their products but never looked into it further.
@stockdetective4396
@stockdetective4396 3 месяца назад
I thought they build racks, what’s the hype ?
@timg9019
@timg9019 3 месяца назад
Hi Alex, thanks for this. V interesting content as usual. I did the survey but can't see how to access price targets from here. Timothy
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
They’re coming, stay tuned
@bitofhog
@bitofhog 3 месяца назад
@@TickerSymbolYOU Will you email them?
@stephenmoten4017
@stephenmoten4017 3 месяца назад
Preach it.
@mr.d5050
@mr.d5050 3 месяца назад
You had me at "I'm not going to waste your time."
@shawn_8888
@shawn_8888 3 месяца назад
Can you please do a video about Sound Hound AI, that Nvidia invested recently?
@hackerhate7
@hackerhate7 3 месяца назад
I had bought $145 NVIDIA and sold out $268 this is my biggest regret 😭😔
@Tigrboy
@Tigrboy 3 месяца назад
I bought at $150 and sold at $280. I feel your pain.
@dru6326
@dru6326 3 месяца назад
I am listening to this assessment 2 weeks later .Now SMCI’s share price is close to $1200. Your analysis is deep, comprehensive and thorough. Thank you very much sir..
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
My pleasure. Thanks for taking the time!
@patriciakish8063
@patriciakish8063 2 месяца назад
Yes, too high for me right now.
@qdbodisava9210
@qdbodisava9210 3 месяца назад
Bravo!
@shdmd2118
@shdmd2118 3 месяца назад
I don’t know man. I been using super micro motherboards since I was a kid. But they are server rack company with some coordination with Nvidia and others . But what if some other rack company comes along and offers Nvidia 50 percent off current prices ?
@Dreamhomedreambig
@Dreamhomedreambig 3 месяца назад
Cadence designs CDNS is also a good stock
@RussellSpencerOfficial
@RussellSpencerOfficial 3 месяца назад
Do you think they be a better investment than Teledoc?
@midwestcannabis
@midwestcannabis 3 месяца назад
🎉🎉🎉❤❤❤ Now I watch Bud! 🎉🎉🥳✌️
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Thanks bud!
@Thomaspaul519
@Thomaspaul519 3 месяца назад
the yield on bonds have decreased especially on the long end (30 and 10 Y) indicating that the demand is still there even if the supply remains huge showing a preference for safety. I'm still at a crossroad regarding whether or not to liquidate my $138k *.*
@coffeecup6429
@coffeecup6429 3 месяца назад
if you got on early good for you - sell and keep your gains, but I wouldn't give in to FOMO after that run.....
@brycehuff
@brycehuff 3 месяца назад
Why are INTC, QCOM, and ON left in the dust on this tech rally? Is there no sector momentum?
@leydyhh
@leydyhh 3 месяца назад
Thank you for making a great video with actual relevant information for SMCI. So many people and so many so called experts trashing this amazing company. They don't seem to understand how connected Supermicro is with Nvidia and others. And how ahead they are from competition. Thanks again for the great video 🙏
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Thank you for the great comment! Researching SMCI was a lot of fun. I’m glad I could put out something helpful for others. Cheers.
@Leon-en9il
@Leon-en9il 3 месяца назад
No street cred here - just here for laughs . Retrospective . You definitely waste peoples time. Just here for the comedy y😂
@narcisochavez9392
@narcisochavez9392 3 месяца назад
what kind of moat does supermicro computer have?
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Modular architecture and great first to market strategy
@attic1project776
@attic1project776 3 месяца назад
Thanks for the video but compare SMCI to TSM is not appropriate. SMCI is a system integrator with advantage of offices close to customers and component manufacturers. It may continue to grow but the moat is not deep.
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Im not trying to directly compare it to TSMC. Im trying to explain how it fits into the picture in an easy to understand way
@attic1project776
@attic1project776 3 месяца назад
@@TickerSymbolYOU Thanks for replying. My focus is on the moat comparison. Always enjoy your research!
@Jerseygirlinberkeley1
@Jerseygirlinberkeley1 3 месяца назад
Would love to see your price targets.
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Coming very soon. You’ll be the first to know!
@22119katy
@22119katy 3 месяца назад
@@TickerSymbolYOUdid you ever post your buy price?
@powerball24gamingchannel14
@powerball24gamingchannel14 3 месяца назад
They are literally selling their own shares because they know they are overvalued right now. Notice how other companies are doing buy backs but they are selling shares.
@alexcastro5081
@alexcastro5081 3 месяца назад
do you guys think that nvda is going to drop back down to 700$ this month im thinking abt shorting jt
@ricknash3055
@ricknash3055 3 месяца назад
You're crushing it Alex! It great to see you so happy and right in your element. You're confident in this recommendation because YOU know the technology and understand the how and why it is in great demand. You didn't mention who their equivalent competitors are. IBM? HP?
@oliround
@oliround 3 месяца назад
Top tier content
@christopherjoyner2908
@christopherjoyner2908 3 месяца назад
Is it possible to do a deep dive on stocks related the NVDA , like SOUN , BMR ?
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
I'm looking into them right now!
@coulterjb22
@coulterjb22 3 месяца назад
Charles and Jensen have worked together for over 20 years. And both are over achievers. I have SMCI since early January and believe in the business model. It’s their time for sure!
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Man, great move! Congratulations!
@coulterjb22
@coulterjb22 3 месяца назад
​@@TickerSymbolYOU Keep up the great vids.
@darthveider21
@darthveider21 3 месяца назад
Just made a trade o Smci bought 3 times 280 288 700 and sold 865 few days ago and put the money on Nvidia and Palo Alto after its downfall yesterday! I am thinking again Smci ...but its not stable at the moment... what do u think PANW NVDIA SMCI as choices for a portfolio? Thanks in advance mate!
@misterbsw
@misterbsw 3 месяца назад
what do you think of $SKYT
@Edward-np4ih
@Edward-np4ih 3 месяца назад
What SMCI provides is pure commodity with no barriers of entry and crap margin. I am sure one can trade in and out of it to make money. The downside is tremendous.
@jacqdanieles
@jacqdanieles 3 месяца назад
It's even worse than Sun Microsystems back in the last boom. And at least they had some good proprietary software behind their machines
@user-qr7ee2cp4y
@user-qr7ee2cp4y 3 месяца назад
Anyone who's been watching the faang stocks, should have had Nvidia long ago... now the group is called the magnificent 7 and they rule the market.
@Dreamwavestudio
@Dreamwavestudio 3 месяца назад
Super Micro Hero 🚀🚀🚀🚀
@DudeGamer
@DudeGamer 3 месяца назад
Blue Horseshoe loves Nvidia.
@kyaghleah
@kyaghleah 3 месяца назад
Thanks. I posted a video on Friday telling people to buy NVIDIA before earnings last Friday. My channel is all about researching analyst opinions, businesses, and sharing information. Keep up the great work!
@Maruman_man
@Maruman_man 3 месяца назад
so many quality innovations out of California. Amazing history of talent and innovation
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
Truly incredible
@Elkemartin213
@Elkemartin213 3 месяца назад
Investing in alternative income streams that are independent of the government should be the top priority for everyone right now. especially given the global economic crisis we are currently experiencing. Stocks, gold, silver, and virtual currencies are still attractive investments at the moment.
@Jamesbrown1126
@Jamesbrown1126 3 месяца назад
Hearing from someone who has experienced all of the hard times and overcome them is always beneficial to me as a new investor. Seeing your portfolio turn red after investing in quality names can be unsettling, but as previously mentioned, you should stick with your plan and keep adding to your holdings.
@CindyValenti
@CindyValenti 3 месяца назад
It took me 3 years to stop trying to predict what's about to happen in the market based on charts studying because you never know. Please, i need the help of your Investment advisor.
@CindyValenti
@CindyValenti 3 месяца назад
Thank you for this amazing tip. I verified her and booked a call session with her. She seems Proficient.
@SumitPandey-om9nu
@SumitPandey-om9nu 3 месяца назад
You can't talk about a company with authority if you can not mention a single name as direct competitor!
@briantep458
@briantep458 3 месяца назад
do you know whats going on? NVDA and AMD are choosing SMCI as their data center solution. IT DOESNT NOT MATTER who their competition is, Jensen is good friends with Charles Liang, that is the only thing that matters
@neel-uronchondi9339
@neel-uronchondi9339 3 месяца назад
Buying SMCI at this price would be super crazy!!
@ksp3281
@ksp3281 3 месяца назад
In an expanding market, a unique product, as you put it, should not be cutting GMs to grow revenue. By definition, if they have to do that there is nothing unique about it. Just call it for what it is, a commodity meme stocks thats gone up 10x. PS it would be great if you could do a video on how bullish comments and views have trended on your channel over the last 4 years.
@SirAlford
@SirAlford 3 месяца назад
While I just increased my stock position with Sandstorm Gold Royalties. This is my hedge with massive UPSIDE!
@dunggg
@dunggg 3 месяца назад
How is super micro better than Dell or HPE?
@danah358
@danah358 3 месяца назад
Different market, different customization….
@malinskytt9242
@malinskytt9242 3 месяца назад
I did your last survey twice last time, but I didn’t get any info about your price target…? 🤷‍♀️
@TickerSymbolYOU
@TickerSymbolYOU 3 месяца назад
It’s coming, stay tuned
@malinskytt9242
@malinskytt9242 3 месяца назад
@@TickerSymbolYOU Thank you Alex! 😊
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