Shesa's Investment Blog

The market continue to slide without any respite. But my update is for some key earnings and my opinion, so let me start.  Super Micro Computer (SMCI) Q4 Earnings: Beat on top line but miss on bottom line and announced 10 for 1 Stock Split . Earnings:  $6.25 adjusted vs. $8.07 expected, up 60.6% YOY Revenue:  $5.31 billion vs. $5.30 billion expected, up 143%. The company expects first-quarter revenues between $6 - $7 billion vs.  WS estimates of 5.46B. It expects EPS of $5.59 - $8.27, or a $7.48 midpoint vs. $7.58 estimated. SMCI guided revenue of $26B - $30 billio n, or growth of 74% to 101% from 2024 . The company gave its forecast in a presentation on its website with its earnings for the fiscal fourth quarter. My View: Despite company’s huge revenue growth, profit growth has not been able to keep its pace. But the main worries is about its gross margin which can at 11.3% vs. 14.1% expected. In the current market environment WS is more concerned about “show me ...

By Shesa Nayak To all my Blog Readers As many of you may be aware, I have been writing the investment blog for more than a decade. Recently, I have started a YouTube channel to share my views on investments. Please go to the following link and subscribe to my channel. Thanks in advance! It’s just the beginning and my next video will be made public very soon with my views on some interesting stocks. Here is my channel link:   https://www.youtube.com/channel/UCt7oLVUMG3NkJUzAVUzl4Tg U.S. Stock Market Update   The U.S stock market is on the run and making new all-time high despite Federal Reserve beating the drum about its discomfort to cut interest rates. Both S&P 500 and Nasdaq have hit their all time high this week. Many people keep talking that stock market is in a bubble like 1999 .com bubble . Is it so? Evidently I do not think so. Because we have still not seen those maniac of .com bubble. I have gone through those experience of 1999 .com bubble and bust. Inve...