Jan. 21 at 10:57 AM
$SMCI I think your not really looking at the whole picture.
Yeah the technicals have some solid support there. however were talking about a time where SMCI only had around
$1.7B in equity, now weve got around 4x that.
Yet your here talking as if we have a solid chance of revisiting
$8B market cap.
You realise thats like not even pricing in future growth at all right, thats just pricing only the total equity that has already gone through depreciation so the real value is actually much higher.
Compared to
$NVDA, one of the fastest growing companies we are scaling pretty well at similar speed.
Then theres the whole
$DELL comparison, well we are miles ahead of them in scaling up.
Images below highlighting the same period for your information.
