Green Darts

Tweets are just opinions, not advice and not endorsements.

[Green Darts @GreenDarts88]

@theresa_perrin You are right!

[Green Darts @GreenDarts88]

@theresa_perrin @taylormkelly There is no chance of Apple buying Super Micro - no synergies. Cisco $CSCO on the other hand would love to buy $SMCI, IMO. But in FY 2028, Super Micro revenues may exceed Cisco revenues, the stock price may be much higher than today, making such an acquisition difficult for Cisco

[Green Darts @GreenDarts88]

@AO_Analytics Fake news. There is no accounting fraud.

[Green Darts @GreenDarts88]

@BuffaloLatham Makes perfect sense to me.

[Green Darts @GreenDarts88]

@theresa_perrin Go $SMCI!

[Green Darts @GreenDarts88]

@StockSavvyShay Nvidia and other high growth AI companies are notoriously difficult to put a reliable value on, because the future in AI ecosystem is mostly unknowable. Any price target can be undervalued or overvalued, in hindsight when we look back after 3 to 5 years.

[Green Darts @GreenDarts88]

@MimoCrypto17 You were right about it being a trap. It was green all day during the regular session.

[Green Darts @GreenDarts88]

@PK_Fund They filed 10-K today, on time.

[Green Darts @GreenDarts88]

@traderMichael_1 Cool!

[Green Darts @GreenDarts88]

@Merrill_MG $SMCI continues to trade at absurdly low valuation, even after all the good news, including 10-K. Makes no sense at all.

[Green Darts @GreenDarts88]

@timoassi I cannot say what is a better buy, but I think Super Micro $SMCI is undervalued compared to both AMD and NVidia.

[Green Darts @GreenDarts88]

@TheStreet I don't think anyone can reliably value Nvidia or any other high growth AI company $SMCI IN today's environment. The industry is new, the growth rate is high, there are some unknowns and some unknowables. But, overall, it seems to have amazing prospects.

[Green Darts @GreenDarts88]

@webseaofficial Super Micro has low PE ratio (Non-GAAP) on August 28, 2026, compared to Dell $DELL and HPE $HPE:
SMCI: 10.21 (Stock Price: 37.08)
DELL: 33.16 (Stock Price: 456.24)
HPE: 20.92 (Stock Price: 52.31)

[Green Darts @GreenDarts88]

@shashanks_sol PE ratio (Non-GAAP) on August 28, 2026:
SMCI: 10.21 (Stock Price: 37.08)
DELL: 33.16 (Stock Price: 456.24)
HPE: 20.92 (Stock Price: 52.31)
Super Micro $SMCI looks very cheap compared to Dell $DELL and HPE $HPE

[Green Darts @GreenDarts88]

@GlenChristy6 Absolutely. Comparing to Dell $DELL and HPE $HPE: Price-to-earnings ratio (Non-GAAP) on August 28, 2026:
SMCI: 10.21 (Stock Price: 37.08)
DELL: 33.16 (Stock Price: 456.24)
HPE: 20.92 (Stock Price: 52.31)
And, revenue growth (TTM) much higher than Dell and HPE.

[Green Darts @GreenDarts88]

@ZaStocks To my knowledge, there are no fraud and accounting issues remaining. It should already be trading at 3X.
PE Ratios - SMCI: 10.21, DELL: 33.16, HPE: 20.92.
Revenue growth (TTM): SMCI: 78.06%, DELL: 38.57%, HPE: 22.58%
SMCI $SMCI looks cheap compared to Dell $DELL and HPE $HPE.

[Green Darts @GreenDarts88]

@bullrunalpha PE ratio (Non-GAAP) on August 28, 2026:
SMCI: 10.21
DELL: 33.16
HPE: 20.92
Revenue growth (TTM):
SMCI: 78.06%
DELL: 38.57%
HPE: 22.58%
SMCI $SMCI looks very cheap compared to Dell $DELL and HPE $HPE.

[Green Darts @GreenDarts88]

@jgb624 Price-to-earnings ratio (Non-GAAP) on August 28, 2026:
SMCI: 10.21 (Stock Price: 37.08)
DELL: 33.16 (Stock Price: 456.24)
HPE: 20.92 (Stock Price: 52.31)
SMCI $SMCI looks very cheap compared to Dell $DELL and HPE $HPE at present. We have to see what Dell and HPE report this week.

[Green Darts @GreenDarts88]

@ZaStocks From what I read, there are no fraud or accounting issues at present. And, they have addressed the export control issue and implemented new measures for tighter compliance.

[Green Darts @GreenDarts88]

@Henry8cj Price-to-earnings ratio (Non-GAAP):
SMCI: 10.21
DELL: 33.16
HPE: 20.92
Revenue growth (TTM):
SMCI: 78.06%
DELL: 38.57%
HPE: 22.58%
SMCI $SMCI looks very cheap compared to Dell $DELL and HPE $HPE at present. We have to see what Dell and HPE report this week.