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ATTENTION SMCI PEEPS
We need to speak up and meet in person at the SMCI headquarters and have a talk with Charles. Basically he needs to fix this. The earnings call could have gone a lot better if he just fudged the numbers a little bit. Why did he have to be so literal and kill the vibe.
Sometimes the truth is not the best course of actionâŚsometimes a CEO needs to be creative and say the business isnât fâd from competition by other companies. To hell with HPE and Dell. Outside of them offering more services like cloud backup and customer support, they canât even hold a candle to SMCI which once traded at $1200 without any IP or moat whatsoever.
Charles needs us and our opinions. Maybe if we explain to him nicely that the stock needs to be at 1200 so many of us can break even, he will understand our plight.
My suggestion is that he puts out a video and retracts some of his previous statements about margin pressure. Just say âoh I totally messed up these numbers. We actually are at 14% profit not 11%. Doug the assistant made a typo when handing me the GAAP numbers. Not to worry we laid him off. So that frees up another 80k for CAPEX from Dougâs salary.â Or something along those lines. Maybe he can get all his work buddies together as well and buy some company stock to boost it from the inside.
Anyone have any other suggestions?
Also, Iif anyone knows Nancy Pelosi or has a way to get a hold of her maybe we can explain our situation in hopes she buys some options or shares in SMCI. That will get it to 1200 in a weeks time.
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