My business is within walking distance from super micro. I can get in my car and drive to nvidia in 10 minutes and amd is also near by. Super micro, nvidia, and amd have CEOs from Taiwanese descent. They all have a very close relationship. This is why I think Super micro will not be giving up ground easily. Charlie the Ceo of Super micro runs a very tight ship. No Super fancy corporate HQ. He will make max $$$ for shareholders.

@makgconstructionltd6756

3 ай бұрын

Thx for info

I took your advice and sold a Put option at $600. $2k in the pocket in 2 days.

I ran into an electrical contractor in SoCal recently. Quite knowledgable on Grid demands. Said: "Biggest consumer of Grid power is A.I. Data Centers.

Man, $SMCI is basically an assembly company. Chinese companies can easily beat $SMCI if they can buy AI chips. Dell and HP will announce heavy investment on similar servers if they can get AI chips. The reason why $SMCI has the market share is because Charles can buy Nvidia Chips from Jenson Huang, others can't. Relationship is a moat too.

@mlai2546

3 ай бұрын

No one will buy servers from a chinese company due to security reasons. You never know what info the company is taking from you.

@chinchowpowpook

6 күн бұрын

kzread.info/dash/bejne/jIh40M5whdfPYag.htmlsi=CT0dtbMEkOVyXWN7 careful

wow! finaly a real investor made a video about SMCI . Bough the stock at the beginning of December; up over 200%

Excellent analysis - Adam , keeping a watch in Smci - wasn’t sure of their moat

Thank you so much for the info, Adam. 👍

Could not help but shorted Thursday. Closed on Friday made 100% gain on my calls and 150% on puts. The biggest gain for 2023 and 2024 so far!. I definitely will not buy next week. FOMO climate top forming on Friday open…..patiently wait for my chance. If I miss it so be it.

@Brayness

3 ай бұрын

Who wants to buy into a bearish engulfing candle like that

@LordBagdanoff

3 ай бұрын

Yup s obvious shorting was the right call

@kailoonooi

3 ай бұрын

You j, 9g,😊😊😅

Love your work! Thank you. X

First hourly oversold bounce around 750_720 range for a quick day trade next Tuesday, if it opens lower ofc😊

Thank you Adam!

The moat of SMCI is quite vague, it just a solely data center or hardware company. NVIDA could set up a lot of data center like this but SMCI have to solely buy the GPUs chip from NVIDA! Furthermore, the financial indicator could be cooked easily for small companies like this.

@rnegoro1

3 ай бұрын

The moat is in nvda. Not smci. Other companies can also make racks.

Your sound is pretty low Adam. I guess need to amplify it :) Thanks a lot for sharing SMCI this great company !

Your my favorite KZreadr! 😊

Buy buy buy, it’s great to catch a falling knife!

Thanks Adam, can you also make a video over ARM stock?

What do you think of bitcoin and the ETF Mr. Khoo..?

I missed Smci at 600 , sucks , kept thinking , should I buy or should I not , bought something else to diversify

Why are you looking at the weekly options? The monthly March expiration 600 put only has a $1 bid ask spread while the 3/22 put has a $3.5 spread

First, love your work, Adam!

I feel as I should kick myself too for not having the same insight! Watching your video opened my eyes and mind for a better future outlook! Great analysis! All the best! Thank you !

There’s no moat. Many years ago we buy their servers and priced very cheaply but no tech advancements or anything. Like a large scale Sim Lim Square assembly line. Hardware has no prospects and will be back in the IBM days .

Wow ive been hoping for Adam to talk about the SMCI stock & he finally made this video!!!

@ahjun2010

3 ай бұрын

I was hoping for ISRG, INTU and IDXX

@EriPages

3 ай бұрын

You're welcome brother.

@LordBagdanoff

3 ай бұрын

Too late already. Train has left.

@PhillipLearnTeach

3 ай бұрын

I think SMCI is still ok but Dell and HPE are also gearing up to expand into SMCI area. Google it

SMCI I had bought on the price @ 442

19:30 Thanks Adam, I have put SMCI in my watchlist. My indicator says it might still go down.

Hi Adam - Love your content. I was trying to purchase 2 courses, however the discounted price is not appearing on check out. Is there a promotion code to get the discount price stated on the website. I reached out to support but did not hear back.

Adam, you have always advocated buying the top 1% of companies, this might fit that category right, what made you overlook that decision

@roodeehuhh

3 ай бұрын

He said narrow moat

You are too good at this

Adam, can you do valuations with these companies please. If it interest you. SYMBOTIC(SYM), NANO X imaging(NNOX), ARM, RXRX

Good explanation ty

Darn, my computer I can't quite hear it, and no subtitles.

15:50 SMCI is the ony low margin hardware infra co in that list. Others are software, chip design, social media , search companies which are high margin

It's a contract manufacturer with no moat it will fall sharply once things are shaky while other AI stocks such as meta and nvidia etc .. are having moat .

@UziGameGP

3 ай бұрын

Moat moat moat, keep buying only FAANG then.

@Thenobelfan

3 ай бұрын

Yes ,I thought the same thing and made the mistake of not buying the stock , but now looking at this video and analysis , looks like other contract manufacturers don’t have the same capability. I will wait for nvidia’s results though , as there is no way this stock is going if Nvidia doesn’t rocket 🚀 up after results

@paulinevanderbilt713

3 ай бұрын

What is Moat?

@fitforlife5142

3 ай бұрын

As long as show a little weakness, people will go crazy short this things. This thing will drop like a rock.

@certifiedfinest5065

3 ай бұрын

@@Thenobelfaninvesting in software (NVDA) better than investing in hardware (SMCI)

Hello Adam Khoo, your audio have been lower in the last videos in comparison with others videos

I scream, you scream, everybody screams for ICE CREAM!😂 great analogy, I think the best analysis of smci. Thank you!

Any thought on AAOI supply cable to Data Center?

Selling cash sec puts is such a great way to build wealth, but you've got to have some money already, if your option expires in the money at 600$ you better have 60k in your account. I'm sure this isn't an issue for Adam, that's why it makes sense when they say :''making money when you already have money is far easier than making money when you're broke'' lol. Options are great, because you get paid simply to wait for something that most of the times might not happen (like the price drop under a certain level). Love it!

Hi Adam. Great video. 😊 Can you have a look at US REITs? YTD the real estate sector is the worst performer sector in the S&P500 + they had a bad 2022 and 2023. Upcoming rates reduction could be an very good catalist. I know your opinion about the tax but if are hold in an tax advantage account maybe make sens to block divident yields higher then 5% for quality REITs as O, MAA, ADC or VICI. Thanks.

@carloschu7127

3 ай бұрын

I believe Adam told several times, that he doesnt buy US REITS. Because foreigners cant avoid high taxes in REITS. ( Actually, It is suggestable to get a Roth IRA, if you live legally in the US to buy REITs and make the highest gains ).

If it is already on WSB, it is already fomo'ed and done

Good luck

Hi Adam I would like to start trading. Which platform is good for me to start us stock trading? Hope I can get an answer from you Thanks

The drop was only profit taking and healthy for the stock..It went up 18% the day before the drop

In Adam We Trust

Short squeeze drove it up, commodity company/business beyond this year. 48% growth rate going to fall to more sustained level in year 1-5. Fr to me around 400-500, to much hype now. They caught lightening in bottle this year. Like the analysis just can’t by into growth rate smells like 1999/2000. Ai is real but don’t think this is the place to place bets now. Would have been nice by 2 months ago.

@carloschu7127

3 ай бұрын

I just saw James Lavish ( The informationist ) web page explaining this was a Gamma squeeze.

Very smart. Getting paid to buy a stock you actually want....wow

yeah, I had this before the run I'm so sad I sold it.

The Tech sector keeps leading the charge in 2024. AI and EV included. SMCI...Over 700 % yr....SOUN..Up 70 % week... SoundHound..FSR .. Fisker. 90 % Dip year. Global investors loading up for Long-term Gains. Thumbs up video/ comment. Thanks

Sora will disrupt adobe?

SMCI will be 1200 soon

@TheGogobutt

3 ай бұрын

SMCI=SPY

Why don't you sell put option on this @adam?

@Adam Khoo Why are you using 7% CoE as the discount rate in your DCF? Seems low, the beta of this company must be quite high given the volatility of the semiconductor industry

Can please do some recent macro analysis vid?

Not enough people talking about SMCI water cooling technology... Adds quite a bit to their moat

Funniest part is how after you made this video many KZread stock wannabes made the same video saying it’s still cheap…but no one talked about this before

UK , Japan in recession is worrying for stock market now?

unlike what adam said, the market just breathe in breathe in breathe in and never breathe out

Not a big fan. Seems like a old company that is well positioned, but will have challenges with aggressive competition. 'Super Micro Computer' sounds like a bad 1980's sci-fi movie. Personally I just look at this as a missed opportunity but thats ok. Congrats to those that got in before the takeoff or rode it most the way up.

instead of talking about this stock . what are someother stocks have this kind of potential right now? anyone?

@lovelymmebey1221

3 ай бұрын

Right!

@LordBagdanoff

3 ай бұрын

Nope. Correction coming.

I did not invest at 80$ was waiting for it to go to 60$ before buying. That was quite a mistake…

Unreal… i would have killed to put 50k on this in the beginning:(

SMCI will fall below $680 and then a small rally back before dropping slightly below $600 which will be the resistance level. Normally a stock drops to it's base MA which is the 50MA. To shake off the "suckers", hedge funds will push the price close to the 90MA and then buy back in.

@certifiedfinest5065

3 ай бұрын

Gotta trigger those stop losses

@TheGogobutt

3 ай бұрын

Did you hear the news????????????

AI Server: Dell > HPE > Huawei > SuperMicro > Lenovo > GIGABYTE > Asus >= Wistron / Wiwynn (ODM)

I did research on SMcI for ne year ago but did not buy! Kicking myself!

Sifu, I am the first one !

The fact that the market opens on a Tuesday is huge. The market very often reverses on Tuesday, which means (-)(-) = + SMCI is going up boys

@Aksm91ManNavar

3 ай бұрын

I accidentally bought before it dropped, so I hope youre right

@David-pv6dk

3 ай бұрын

Do you think SMCI will continue to go up or maybe hit the 1000 mark where it was Friday morning before it tanked?

all hype now

Please increase audio sound... very low...

🎉❤

"AI racks". 😂😂😂😂😂. I got a bunch for sale if you want some.

Adam, can you talk about MELI , thanks

@UziGameGP

3 ай бұрын

I'm pretty sure he owns MELI

Thanks for your insightful videos which are always helpful, it would be great if you can do similar informative video on $CELH ( Celsius Holdings) which is also growing very fast rate.

WAITING FOR SEA LTD ANALYSIS....... PENDING SINCE LONG

....who's loading up on BMR ???

"everyone wants ice cream!"

AI is all hyped….another tool of the rich.

That was not a wave, that was a tsunami

now Adam you know Honda doesn't break down LOL

I see no moat for this company its still have room to grow because the high Market demand but that's it

Does anyone know why Adam doesn’t hold Tesla ?

@Simo-ho1ml

3 ай бұрын

Manufactoring company. High risk of something happening like boeing.

@iamzoerya

3 ай бұрын

Not only overvalued, tsla has no price power (dropped the price last year) to attract customers, compared to economic Moat companies like Aapl or Msft that can increase the price and customer still buy as they are trapped in companies eco system. Consumer buying also requires finance which is affected by inflation and interest rates. At least those were mentioned in his previous videos

@makgconstructionltd6756

3 ай бұрын

Because of Elon ,Once Warren Buffet said invest in a company that even idiot can run ,Elon lousy man tweeting eveyr second .

@tehh329

3 ай бұрын

he hates Tesla

@NotFinancialAdvice69

3 ай бұрын

He’s afraid he will get electrocuted if he touches it

Yoo

Yeah Adobe under threat 😢

@Simo-ho1ml

3 ай бұрын

Adobe is one of the stronghest companies in the world. I would not panic too much. Of course monitoring their Moat is a very wise thing to do.

Volume is too low.

You lost me on selling AI serve solutions. They literally sell motherboards where it can house NVIDIA’s AI chips

When I shared this in Feb 2 discord, no one was interested and price was around 500 $ :)))

According to current SMCI stock forecast, the value of Super Micro Computer shares will drop by -32.48% and reach $ 542.41 per share by February 22, 2024.

@TheGogobutt

3 ай бұрын

Well, that didn't work out so good for your portfolio.

20:25

I think maybe dell/hpe should be better picks if they catch the Ai hype. They should be already building servers. I think comparing a one trick pony to Google is laughable. I think you should not be comparing apples to oranges

Buy 100 shares at 577 each will be 57.7k , are you sure?😅

Ibm must be a competitor?

Dell /HPE are slow moving companies but they have the technology to build thr AI servers. There is no rocket science here

If you are seeing this , it’s too late already 😂😂😂

This literally dumped at intrinsic value

So what

lol it was never cheap or a good stock lol it’s racks

Sounds like a fake stock that a pump and dump would use 😅😊

It will crash tomorrow

lol WAY over priced

Doesn’t agree with you on this one! Not going to buy SMCI $

stock price goes up, this company suddenly becomes a good company. everybody buy $SMCI shares and sell puts

Take a look at the management of this company before you invest. It is more of hype than a real technology leader or manufacturer. Just curious why don't you sell Put Ratio spread instead of cash secured put if you want to own the shares at your desired stock price? With Put ratio spread you get better price then cash secured put also with put ratio spread you make money when stock goes down as well as fix upside profit no matters how high the stock goes up

@fitforlife5142

3 ай бұрын

Totally agreed