All In on SMCI: $6,000,000 Bet Across Interactive Brokers and My Swiss Bank – Am I Crazy or a Genius?
Posted: Dec 01, 2024
- Supermicro (SMCI) potential share price: $35–$100, future market cap: $20–$60 billion
- Investigated financial reports found issues like inventory increase, cash flow discrepancies, related party transactions
- Estimated scenarios: all allegations are true (15%-20%), some are true (40%-50%), none are true (30%-35%)
- Operates in competitive AI infrastructure market against NVIDIA, HP, and Dell
- Potential revenue and market cap ranges for different scenarios
- AI market growth and SMCI's competitive advantage
- Market cap projections: $20 billion to $60 billion, share prices $35 to $100
- Rapid growth expected in the AI market by 2027, with SMCI poised to benefit
- Not financial advice, readers should do their own research
- Used ChatGPT for analysis and graphs creation
What do people on Reddit think?
🚨 Reddit sentiment: negative - Many comments express doubt or criticism regarding SMCI, referencing fraud, sarcasm or the gamble-like nature of investing in it, and showing skepticism towards the investment decision. Summarized comments: - Some commenters view investing in SMCI as a crazy gamble and associate it with fraudulent activities - References to cooking books and fraud suggest negative sentiment towards SMCI - A sarcastic scenario describes an unrealistic, overly optimistic outcome for the investment in SMCI - Concerns are raised about SMCI's reliance on a single supplier and potential impact of US-China trade tensions - Some commenters mock the use of AI tools for due diligence - Comparison to buying Enron emphasizes perceived riskiness of the investment - There is skepticism about the poster's understanding and decision-making process Stock tickers discussed: $SMCI
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