Stock Detail
$SMCI
Technology · 25 tracked mentions in the last 90 days across 11 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
SMCI leans undervalued across 7 creators and 12 classified valuation claims, with 5 direct claims carrying most of the signal.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: multiple relative
The most undervalued AI infrastructure names in this data look like SMCI... P/E (price compared with the last 12 months of earnings) of 0.63, and price-to-book stock price compared with company net assets) of 2.81.
Explicit claim • strong conviction • basis: growth vs multiple
based on the 100 plus% sales and earnings growth that's in the pipeline for SMCI, and they gave extremely strong guidance for the next quarter.
Explicit claim • strong conviction • basis: fair value gap
Stock is still considered overvalued based on creator's fair value calculation.
Explicit claim • strong conviction • basis: growth vs multiple
For myself, I'm starting to close out my position over the rest of this year. It's still a cheap stock, but I'm already on cholesterol medication, and I don't need to be on heart meds as well, so just don't need the stress that comes with it.
Mention History
Latest mentions across all history
Feed