$SUPER MICRO COMPUTER INC(SMCI

$SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA(NVDA)$ Dear shorts, I still strongly recommend you to cover your short positions as early as possible. Let me give you some idea about how big the estimated revenue for SMCI in 2026. It's 40B (conservative!) and NVDA 2026 will have revenue about 200B. So, SMCI's revenue is about 20% of that for NVDA while SMCI current market cap is roughly about %1 of that for NVDA. I understand NVDA has higher gross margins but still 20% vs 1% is insane comparison! SMCI is massively undervalued right now if it can file 10k as expected for coming week!

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Comments

Kenina
02-24
Kenina
What if they delay filling
- TommyH:
  They’ve said couple times that they’ll definitely announce it before the 25th and won’t need an extension
Kelvin 梁
02-24
Kelvin 梁
There should be some heads up by now soon….
Sonsonkok
02-24
Sonsonkok
Great article, would you like to share it?
Sonsonkok
02-24
Sonsonkok
Great article, would you like to share it?
BryanMing_02
02-24
BryanMing_02
Great article, would you like to share it?
patricklowck
02-23
patricklowck
Great article, would you like to share it?

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Let me give you some idea about how big the estimated revenue for SMCI in 2026. It's 40B (conservative!) and NVDA 2026 will have revenue about 200B. So, SMCI's revenue is about 20% of that for NVDA while SMCI current market cap is roughly about %1 of that for NVDA. I understand NVDA has higher gross margins but still 20% vs 1% is insane comparison! SMCI is massively undervalued right now if it can file 10k as expected for coming week!</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"SUPER MICRO COMPUTER INC\" href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> Dear shorts, I still strongly recommend you to cover your short positions as early as possible. 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