dinogreeves
2 일 전
I never said, in one whole day or week or month, so lets just assume some numbers, I believe S & P will hit 4000-4500 by August maybe even sooner, if Trump doesn't back out from the Tariffs, but you also have to consider if a war broke out between the US and Iran, which Trump absolutely will not shy away, if Iran doesn't listen to him, oil prices will rocket up to 100 dollars overnight and possibly over a span hit 150 dollars, that in itself is inflationary, plus the tariffs, it definitely doesn't look good, we haven't even seen the affects of the tariffs, you won't see those tariffs hikes of 20-25% until after 60-90 days, when it is transferred to the consumers, that's called inflation too. If S & P hit 4000, yes we could see high single to low double digits.
dinogreeves
2 일 전
Not saying it will happen, just an opinion, waiting to see if the US and Israel going to bomb Iran and 3 month of wait to see how these tariffs are going to affect the consumers, other than that everything is based on assumption, just like I assumed this will play out like CARVANA and hit 200 dollars by August of this year, with the market meltdown and the World in chaos and possible war with Iran, it doesn't look good.
littlejohn
3 일 전
We manufacture the majority of our systems
at our San Jose, California headquarters. We
believe we are the only major server, storage
and accelerated compute platform vendor that
designs, develops, and manufactures a significant
portion of their systems in the United States.
Global assembly, test and quality control of our
servers are performed at our manufacturing facilities
in San Jose, California, Taiwan and the Netherlands,
with plans to expand manufacturing to Malaysia.
https://www.sec.gov/Archives/edgar/data/1375365/000137536525000004/smci-20240630.htm
SMCI shareholders are battle tested against
big short collusion on Wall Street...
Made in U.S. A. needs to prevail now despite
more short attacks from Wall Street...
so we watch...LJ
littlejohn
3 일 전
Manufacturing and Quality Control
We manufacture the majority of our systems at our San Jose, California headquarters. We believe we are the only major server, storage and accelerated compute platform vendor that designs, develops, and manufactures a significant portion of their systems in the United States. Global assembly, test and quality control of our servers are performed at our manufacturing facilities in San Jose, California, Taiwan and the Netherlands, with plans to expand manufacturing to Malaysia. In each of our existing facilities, a Quality and Environmental Management System has been certified according to ISO 9001, ISO 14001 and/or ISO 13485 standards. Our suppliers and contract manufacturers are required to support the same standards to maintain consistent product and service quality and continuous improvement of quality and environmental performance.
We use several third-party suppliers and contract manufacturers for materials and sub-assemblies. We believe that selectively using outsourced manufacturing services allows us to focus on our core competencies in product design and development and increases our operational flexibility. We believe our manufacturing strategy allows us to adjust manufacturing capacity in response to changes in customer demand and to rapidly introduce new products to the market. We use Ablecom Technology, Inc. (“Ablecom”) and its affiliate Compuware Technology, Inc. (“Compuware”), both of which are related parties, for contract design and manufacturing coordination support. We work with Ablecom to optimize modular designs for our chassis and several other components. Ablecom also coordinates the manufacturing of chassis for us. In addition to providing a large volume of contract manufacturing services to us, Ablecom warehouses multiple components and subassemblies manufactured by various suppliers before shipment to our facilities in the United States, Europe and Asia. We also have a series of agreements with Compuware, including multiple product development, production and service agreements, product manufacturing agreements and lease agreements for office space. See Note 10, “Related Party Transactions,” in the Notes to Consolidated Financial Statements and Part III, Item 13, “Certain Relationships and Related Transactions and Director Independence.”
We monitor our inventory continuously to be able to meet customer delivery requirements and to avoid inventory obsolescence. Due to our building-block designs, our inventory can generally be used with multiple different products, lowering working capital requirements and reducing the risk of inventory write-downs.
text source, SMCI 2024 10K Annual Filing...
https://www.sec.gov/Archives/edgar/data/1375365/000137536525000004/smci-20240630.htm
so we watch...LJ
littlejohn
3 일 전
DJ Apple, 2 Other Stocks Are 'Worst Positioned' in Tech Hardware for Tariffs -- Barrons.com
11:37 AM ET 4/3/25 | Dow Jones
By Tae Kim
U.S. computer hardware makers face potentially "calamitous" damage from President Donald Trump's newly announced tariffs on dozens of countries, Morgan Stanley says.
Late Wednesday, Trump announced high so-called reciprocal tariff rates on Asian nations, including 34% on China, 46% on Vietnam, and 26% on India, effective on April 9. The aggregate rate for China could be as high as 79% when adding in tariffs Trump had already imposed on the country.
Technology hardware analyst Erik Woodring said Apple, Dell Technologies, and HP Inc. are among the "worst positioned" of the companies he covers because of their reliance on manufacturing and assembly in Asia.
"Reciprocal tariffs are calamitous to IT hardware given nearly all hardware products sold in the U.S. are now subject to 25%-54% import tariffs (including iPhones)," Woodring wrote Thursday in a note titled "Nowhere to Hide."
The analyst estimates the added cost of tariffs will cost Apple more than $33 billion a year, or 26% of its fiscal 2025 operating profits. He also says the tariff costs could equal almost the entire estimated net profit for Dell and HP this year.
Apple and HP didn't immediately respond to requests for comment on the report. A Dell spokesperson sent this statement: "We are reviewing and assessing the impact of the tariffs announced yesterday. Dell has a strong track record of leading through any environment with our globally resilient and agile supply chain."
In early trading Thursday, Apple, Dell, HP shares were down 9%, 16%, and 17%, respectively.
"Hardware companies have few mitigation tools at their disposal to offset these tariffs," Woodring wrote. He said he expects higher prices for customers as a result.
Most of the world's technology products are made in Asia, including smartphones, computers, videogame consoles, and big-screen TVs. Apple, in particular, relies on the contract manufacturer Foxconn to make the vast majority of its iPhones in China.
The only potential "silver lining" would be if the companies can convince the Trump administration to lower the tariff rates before they take effect, the analyst said.
Write to Tae Kim at tae.kim@barrons.com
This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.
dinogreeves
3 일 전
200 target without the market meltdown. As it seems, lying Clown in Chief, loves Tariffs and hates Taxes and going to stick with the tariffs. The only way this tariff will get stopped is the Congress, but that will take time. No way, 200 now with this market meltdown, economic collapse to epic proportions, like we have not seen in 2 decades, it will probably be worse that the Great Recession. Yes I will consider this in the teens and maybe even wait for single digits.
hedge_fun
4 일 전
Okay, if you have all the answers, run……
for President.
He won. He didn’t get his money because he went to Washington like so many have.
I have far more confidence in him than the career politicians that have been their for decades, and that goes for Sen’s McConnell, Graham, Blackburn, as well as Schumer, Durbin, Sanders, etc. This has been a bipartisan disaster. I can name others.
SMCI had accounting issues and though it took a minute, they resolved the issues. Things happen. I get that.
There’s over $9T in debt that matures later this year and the debt ceiling HAS to be raised or we risk default.
We’ve gotta get this crap under control.
SS is by definition a Ponzi scheme since inception. New contributors are paying current benefits. There is no surplus, and the average ROI is around 2%.
You cut out the fraud and the money goes further. I only brought up SS because you had some drama Queen comment about how President Trump hates old people.
Some act, and some take action. A career politician doesn’t have the balls to attempt what President Trump is doing.
No freakin way!
TheDane
4 일 전
Everyone wants to predict the worst case. Markets crashing! Look out below! It almost never works out, though sometimes some people end up being right, but not because they knew any more than anyone else.
It might go to the teens, maybe single digits, but it might stabilize right here and go sideways, or go to $48. I expect at some point the market will spike up and leave some folks behind. This tariff thing will not last that long.
Says me!
fung_derf
5 일 전
I don't have an issue with Elon.....yet. I think the guy sees the world on a different plane than the rest of us. I've known guys like him before and I really believe he views talking to us is equivalent to us talking to our dogs. However, I don't think he's necessarily out for the good of all mankind.
Trump fired General Haugh yesterday....Are there any advisors Trump will listen to?
BTW, Musk saving money for tax payers is a fine idea. There is no doubt there has been stupid government waste for years. I doubt anyone would deny this, but we also don't know the ramifications yet.
BTW, I think buying all electric is gonna come back and bite you. The last regime allowed the Russians and Chinese to buy up a lot of rare earth mines in the US.
Again, ramifications.
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