Pate

@aleabitoreddit Nah , I dont care how good this one may look. I'm not touching it . They shady as fuck- x.com/beardotrader/s…

Everyone is looking at $SMCI smuggling billions of dollars of AI chips to China. But nobody is answering the question: How do I make money off this, and is it a good buying opportunity? My answer: If $SMCI drops much lower than ~$24 overnight. It like a buying opportunity at a ~$14B MC. Everyone looks at the DOJ case and thinks Super Micro are cooked. But two things: 1. The company itself looks insulated, so far (not named a defendant) 2. $SMCI chip sales to China state actors was already known (just not to the $2.5B+ extent), by Hindenburg short seller reports in 2024. So a decent part of the China revenue stuff was already priced in, which is why $SMCI crashed from $100+ and is now trading at $24. Now if we strip away optics and some material revenue: -> $SMCI GAAP net income was $1.05B last year, and FY 2026 is estimated to be around ~$1.25B with some estimates going to $1.5B. And then we rip away an est ~$150M in smuggled in profit out of financials: ~$1.05 billion -> ~$900M? On a P/E basis, still looks relatively cheap as a growing company, maybe ~10-11x? Now the downside: -> Optics are still trash. You can add more trash to trash. But it's still trash regardless, doesn't change much? -> $NVDA distancing itself with $SMCI? (They already did in 2024). -> $SMCI not named a defendant, but in the case SEC/DOJ goes after them, then lot of regulatory fees and possibly fines. -> Maybe order cancellations, but if they didn't cancel orders for the problems they had in 2024, it looks fine now? Now... Are there a lot better opportunities than taking this regulatory leap of faith? 100%. Is there potential more downside from panicking? Yes. But if you strip away the noise, $SMCI as a company looks cheap ~$14B at roughly 10-11x forward earnings.

@WOLF_Financial This is how the Chinese rip off the United States. No mercy on $smci. Take this pos to 0. Fuck them

JUST IN: SUPER MICRO COMPUTER $SMCI CO-FOUNDER CHARGED WITH SMUGGLING NVIDIA $NVDA AI CHIPS TO CHINA • ~$2.5B in servers diverted since 2024 via Southeast Asian shell company • $510M shipped in a single month window (late Apr to mid-May 2025) • Fake paperwork, dummy servers used to fool compliance team • Co-founder Liaw controls $464M in $SMCI shares, arrested Thursday • One defendant a fugitive; contractor relationship terminated • Stock -12% after hours 🔴 Southern District of NY prosecution. No Commerce Dept. export license held.

@StockMKTNewz Conspiring with the enemy. Short this shit to 0. $smci. Fuck this company.

Super Micro $SMCI stock is down by more than 10% in after hours following the report 🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴

@RepCarlos He's the next big fish that has to go , hopefully there's a plan to remove him

🚨#SOSVenezuela 🇻🇪 Thugs like Diosdado Cabello continue to operate at the highest levels of the Venezuelan regime, untouched and unaccountable. The United States has placed a $25 million reward for information leading to his arrest and conviction—one of the largest bounties for a narcotics trafficking case. There can be no real change or credibility while individuals accused of enabling corruption and drug trafficking remain in power. Diosdado Cabello must be turned over to U.S. authorities to face the serious charges against him. The Venezuelan people—and the world—deserve accountability.

@TheMafiaPoint Better

Is Casino just as good as Goodfellas?

@FreightAlley @johnkonrad They got 1 more years of this guy. gonna be a long year.

That’s the night that the lights went out in Europe

@_MAGA_NEWS_ He's irrelevant

🚨 JUST IN: French President Emmanuel Macron just dropped a jaw-dropping statement, calling for "the fighting to stop for at least a few days to try to give negotiations a chance." He declared, "This escalation is reckless."

@KevorkAlmassian Says the fag from Europe. 🤣

Donald Trump will go down in history as the worst President in the history of the United States.

@FirstSquawk Ukraine's already done,, Poland andthe Baltics face a difficult situation now

ZELENSKIY: UKRAINE FACES A VERY DIFFICULT SITUATION NOW, HOPE EUROPE WILL FIND WAY TO CONTINUE SUPPORT

@LasVegasFill Vegas is way down on my to-go list. Not even on the first page. And according to the latest tourism numbers, I'm not the only one who's not interested. Vegas needs to die and come back with a new strategy.

The new Sartiano's Italian Steakhouse at Wynn is freaking beautiful. We started strong with the $125 Tableside Fettuccine Alfredo with black truffle, aged Parmigiano, and burro di bufala. Are you down?

@Nostre_damus This is not accurate,

@JoumannaTV @LucasFoxNews Eqnr is more important than ever for Western Europe

Who buys Qatar's LNG exports?

@patriciajaniot There was Blanket amnesty from my understanding

Qué fácil es destituir a las fichas de Maduro, pero ¿y quién hará justicia por todo lo que hicieron? ¿O es que les permitirán retirarse cómodamente a descansar sin responder a los crímenes y torturas con las que abusaron a quienes pensaban diferente? #Venezuela

@FirstSquawk No, they need oil and gas.

EUROPEAN UNION: WE NEED AN EXIT FROM THE WAR WITH IRAN, NOT ITS ESCALATION

@JamieBonkiewicz Same thing that happened to the tariff check. You didn't actually believe that shit did you?

Whatever happened to that 10% credit card interest rate we were promised?

@freedomfun25359 @BarryRoland19 That guy is nothing but a cheap pimp. He plays sheep like you.

@BarryRoland19 This man is a hero. We need more like him. Otherwise the rich would just rollover everyone like they often do.

Old enough to remember when this guy almost brought the entire U.S. economy to a screeching halt

@ClownWorld That concrete still wet. the contractor fucked up.

This is why you pay your contractor

@retail_mourinho now at 86 is a buy again, 6 1/2 billion dollar market cap. This thing could easily double.

$AAOI free falling. Seems like the hype is over. Unfortunately a lot of people chased it and are down a lot..

@Jhonffonseca He's gotta go ,I don't know why the US is waiting

🇻🇪 ¡ATENCIÓN! El narcoterrorista Diosdado Cabello acaba de amenazar con meter en prisión a todos los venezolanos que se atrevan a salir a protestar en las calles. ¡Esto es dictadura pura y dura! El mismo matón de siempre, igualito a su jefe Maduro. Diosdado merece estar encadenado en una celda junto a Maduro, no dando órdenes desde Miraflores. ¿Hasta cuándo vamos a tolerar esto?

@ChuckTownDaily Those New York numbers will only get bigger. South Carolina should pass a "Mamdani" tax on nyc residents moving here. They drive up our housing costs

10 Wealthiest Counties in South Carolina and Where are People Moving from to Settle in South Carolina - New eye opening study - Charleston Daily - bit.ly/3BprhaK #Wealth #SouthCarolina #SouthCarolinaRealEstate #CharlestonDaily