Day Gain | ||
Gain | ||
Market Val | ||
Costs | ||
Cash | ||
Portfolio | ||
Realized | ||
Dividend |
Date | For | Estimate | Reported | Surprise | surprise % |
---|---|---|---|---|---|
2024-11-06 | 2024-09 | 7.45 | N/A | N/A | N/A |
2024-08-06 | 2024-06 | 8.03 | 6.25 | -1.78 | -22.17% |
2024-04-30 | 2024-03 | 5.78 | 6.65 | 0.87 | 15.05% |
2024-01-29 | 2023-12 | 5.48 | 5.59 | 0.11 | 2.01% |
2023-11-01 | 2023-09 | 3.19 | 3.43 | 0.24 | 7.52% |
2023-08-08 | 2023-06 | 3.4 | 3.51 | 0.11 | 3.24% |
Date | Firm | Action | From | To |
---|---|---|---|---|
2023-10-19 | Nomura Instinet | Upgrade | Buy | |
2023-09-19 | Rosenblatt | Upgrade | Buy | Buy |
2023-09-18 | Barclays | Upgrade | Overweight | |
2023-08-22 | Wedbush | Upgrade | Underperform | Neutral |
2023-08-09 | Susquehanna | Upgrade | Neutral | Neutral |
2023-08-08 | Rosenblatt | Upgrade | Buy | Buy |
Date | Name | Relation | Quantity | Description |
---|---|---|---|---|
2024-08-08 | CLEGG DON W | Officer | 3.02K | Conversion of Exercise of derivative security |
2024-06-27 | FAIRFAX DANIEL W | Director | 19.83K | Conversion of Exercise of derivative security |
2024-08-08 | KAO GEORGE | Officer | 8.84K | Conversion of Exercise of derivative security |
2024-08-08 | LIANG CHARLES | Chief Executive Officer | 0.00 | Conversion of Exercise of derivative security |
2024-08-08 | LIAW YIH SHYAN WALLY | Director | 1.54M | Conversion of Exercise of derivative security |
2024-06-27 | LIN JUDY L | Director | 5.34K | Conversion of Exercise of derivative security |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | Blackrock Inc. | 5.47M | 1.36B | 10.97% |
2023-06-29 | Vanguard Group Inc | 4.83M | 1.20B | 9.67% |
2023-06-29 | Disciplined Growth Investors, Inc. | 2.96M | 736.66M | 5.93% |
2023-06-29 | Dimensional Fund Advisors LP | 1.70M | 423.15M | 3.40% |
2023-06-29 | State Street Corporation | 1.53M | 380.26M | 3.06% |
2023-06-29 | Goldman Sachs Group Inc | 1.05M | 260.78M | 2.10% |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-09-29 | iShares Core S&P Midcap ETF | 1.43M | 391.63M | 2.86% |
2023-06-29 | Vanguard Total Stock Market Index Fund | 1.40M | 347.92M | 2.80% |
2023-06-29 | Vanguard Small-Cap Index Fund | 1.15M | 287.10M | 2.31% |
2023-08-30 | iShares Russell 2000 ETF | 1.06M | 290.76M | 2.12% |
2023-06-29 | Vanguard Extended Market Index Fund | 625.12K | 155.81M | 1.25% |
2023-07-30 | Fidelity Small Cap Index Fund | 414.05K | 136.75M | 0.83% |
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$SMCI tech build out is here to stay. AI isn’t smarter is just bigger and will become bigger until massive tech improvements happen… right now tech looks like 70’s tech… chip optimization and improvements aren’t significant and won’t be… Taiwan Semi you got something?!? build out by numbers is current strategy
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$SMCI tech build out is here to stay. AI isn’t smarter is just bigger and will become bigger until massive tech improvements happen… right now tech looks like 70’s tech… chip optimization and improvements aren’t significant and won’t be… Taiwan Semi you got something?!? build out by numbers is current strategy
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$SMCI this story happens all the time. If you’re fortunate enough to be long. You feel amazing. Sellers not so much… even put sellers cashed premium but no more are feeling left out and probably go long. Calling tops is a risk!! No end in sight… Amat blow out!! The roc on build out of ai tech and value add tech… I don’t see it slowing for years
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$SMCI I hope to see 150 point move in either direction tomorrow.
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DD b4 investing in SMCI. SMCI is not NVDA or AMD (semis), Dell or HP (computer boxes), Storage Devices, AMZN or GOOG (cloud data), Algorithm SW, etc…SMCI is primed at the right time due to AI HW/SW requirement for their surviving business (logistics, data training, forecasting, privately, etc…). SMCI is ahead of the game for this future AI requirements. Good luck w/yr investment. Do not shorts or puts after few splits. Buy and hold for 2+ years you will be happy
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75x PE for a data center equipment manufacturer with no technology advantage over competitors up 350% in a month, feels like AMC and GME 2 years ago and it didn’t end well.
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B4 ER institution owned ~35M shares out of 55.93M shares. As of today the institution owned ~39M. They scooped up 4M shares out of 13M sh from public pool. Currently, public float is about 8+M shares. Hence, the stock price will continue go up due to 5M shares short and until it’s split. Good luck!
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Avg Vol in 30 minutes. Lot of changing hands and bulls $ making. The fair value for this earning cycle is b/w $900/$950 (50B MC). Will slow down waiting for next earning qtr. unless they announce a split the stock can push up to $1400… crazy
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$SMCI FOMO is such a beautiful human psychology! Pamp it!
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