DOJ investigations, prior compliance and accounting issues, and the loss of its NVIDIA backer are amplifying panic selling; the host calls SMCI a stock to keep avoiding.
SourceSettled on the T+20 window — a call counts only if it beat SPY. Same rules as the scorecard. Fewer than 3 settled calls are not scored; small samples say nothing about skill.
DOJ investigations, prior compliance and accounting issues, and the loss of its NVIDIA backer are amplifying panic selling; the host calls SMCI a stock to keep avoiding.
SourceConsensus reflects only the views of covered YouTubers. It is not market expectation and not investment advice.
The host avoided SMCI over three red flags: inconsistent free cash flow despite reported profits, a 2020 SEC accounting charge with a $17.5 million penalty, and a weak, replicable competitive advantage.
Super Micro is named among the beneficiaries of the Anthropic S-1 disclosures; investors should be excited about it.
SourceWhile analyzing the NVIDIA affair, the host uses executives at Super Micro Computer and peers as an analogy for front figures at Singapore shell companies used to obtain and smuggle high-end GPUs; it is an illustrative comparison with no price view on the stock.
SourceReviewing Super Micro's quarter, the host flags concentration risk — one customer at 44% of revenue — but stresses the AI data center boom in Europe, Asia, and the Middle East is just getting started.
SourceSuper Micro flagged growing AI data center momentum in Europe, Asia and the Middle East, and the host reads the global buildout as just getting started.
Source| Date | Score | YouTubers | Bull | Bear | Neutral |
|---|---|---|---|---|---|
| 2026-11-16 | −27 | 3 | 1 | 2 | 0 |
| 2026-11-13 | −27 | 3 | 1 | 2 | 0 |
| 2026-11-12 | −13 | 3 | 1 | 1 | 1 |
| 2026-11-11 | −13 | 3 | 1 | 1 | 1 |
| 2026-11-10 | +25 | 4 | 2 | 0 | 2 |
| 2026-11-09 | +40 | 4 | 2 | 0 | 2 |
| 2026-11-06 | +24 | 5 | 2 | 1 | 2 |
| 2026-11-05 | +24 | 5 | 2 | 1 | 2 |
| 2026-11-04 | +24 | 5 | 2 | 1 | 2 |