Aug. 21 at 2:33 AM
$SMCI $CSCO $B $DELL I did the same calc to dell not long ago, got around
$260 per share if I assumed their margins increased to 20%, their reveneus were
$220B and net profit increased to 8% by the end of FY27.
So yeah their trading over the price that I calculated, SMCI is trading at around half the price I calculated.
SMCI did have some uncertainty on the board investigation, could have been REAL BAD, but it wasnt so longs are likely getting rewarded for their patience and trust from here.