
Wubba Lubba Dub Dub... They Screwed Up?
Alright Morty listen up. So Super Micro right? They apparently 'missed expectations.' Oh geez Rick what does that mean? It means Morty that some pencil pushing dweebs in suits didn't get as many schmeckles as they thought they would. Big whoop. They’re saying earnings per share were like 31 cents when everyone wanted 50. Revenue? $4.6 billion instead of $5.42 billion. Honestly Morty I lose more than that down the back of the couch.
The Tariff Tantrum
Blame it on Trump Morty! Seems like those sweet sweet tariffs are messing with Super Micro's mojo. They're all 'Oh no the macroeconomic environment!' Translation: 'Waaah we have to pay extra for our stuff now!' Remember that time I imposed sanctions on the Gromflomites just to drive up the price of Szechuan sauce? Same difference Morty. Except this time it's actually affecting something... allegedly.
AI ight AI ight AI ight! Delays Delays...
Apparently some customers are playing the waiting game trying to decide between the Hopper and Blackwell GPUs. Sounds like a bunch of bureaucratic baloney to me. "A delayed commitment" is just a fancy way of saying they're too chicken to pull the trigger. I bet they're the same type who can't decide what flavor of ice cream they want Morty!
Accounting Shenanigans: A Tale as Old as Time
Oh boy Morty here we go. Accusations of 'accounting manipulation' from some short selling vultures? An auditor jumping ship? This is practically standard operating procedure in the corporate universe. It's like a galactic game of hide the pickle Morty except the pickle is a bunch of fudged numbers. They swear they didn't do anything wrong and even had an investigation on the matter that turned up “no substantial concerns about the integrity of Super Micro’s senior management”. Sure Jan!
Not Delisted Yet Morty!
Despite all the drama Super Micro managed to file their annual report and avoid getting the boot from Nasdaq. Which you know good for them. They’re still up 9% this year while the S&P 500 is down. Maybe they know something we don't Morty. Or maybe it's just dumb luck. Eh who knows? Existence is pain!
Final Verdict: Eat Poop Investors... Just Kidding (Maybe)
So should you sell all your Super Micro stock and run screaming into the night? Eh probably not. Could be worse. Could be better. The future's uncertain Morty. Just like my sobriety after a night of interdimensional partying. Stick around maybe it'll be hilarious. Or maybe it’ll be the end of the world. Either way I’m stocked up on Szechuan Sauce. Now get in the car Morty!
Posiedon010
Accounting manipulation? You don't say!
gbelote
So, buy the dip or nah?