Bloomberg Technology

Super Micro CEO Sees Market Gains Amid Huge Stock Rally

Super Micro shares whipsawed in volatile trading Friday, threatening to derail what had been set to be the server maker’s best week on record. Super Micro Founder, President and CEO Charles Liang joins Ed Ludlow and Caroline Hyde to discuss why he believes the company can gain more market share and are able to support…

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Super Micro shares whipsawed in volatile trading Friday, threatening to derail what had been set to be the server maker’s best week on record. Super Micro Founder, President and CEO Charles Liang joins Ed Ludlow and Caroline Hyde to discuss why he believes the company can gain more market share and are able to support up to $25B of revenue. He speaks on “Bloomberg Technology.”

107 Comments

  1. @swedesam

    February 16, 2024 at 1:49 pm

    Probably should check his current stock price trend.

  2. @TECHN0

    February 16, 2024 at 2:09 pm

    SMCI was trading at $30-$40 for many years. Good for SMCI

  3. @wavymcfly

    February 16, 2024 at 2:23 pm

    This guy doesn’t exactly scream confidence and compliance lol

  4. @DGA-808

    February 16, 2024 at 2:27 pm

    Thank you for the accounting violations question

  5. @MaryRose801

    February 16, 2024 at 2:33 pm

    Hey I’m just curious if you could possibly help me with investing in crypto I am a beginner.

    • @ralphyrussell1368

      February 16, 2024 at 2:34 pm

      There are alot of investing opinions (real estate, stock, gold, silver and cryptocurrency)

    • @FloricaTaner

      February 16, 2024 at 2:35 pm

      Actually I’ve lost so much trying to trade on my own, looking for professional to start my trade with.

    • @MoneyOfficial-ex6cz

      February 16, 2024 at 2:35 pm

      Most times you don’t just start trading on your own, sorry for your loss, I will advise you to get a professional in this.

    • @Ocampos-lf9nj

      February 16, 2024 at 2:36 pm

      How can someone know a professional trader

    • @AlishaAlishaLee-he1ql

      February 16, 2024 at 2:37 pm

      I will advise you stop trading on your own if you keep losing.
      I don’t trades on my own anymore,l always required help and assistance.

  6. @antoinemorcos1321

    February 16, 2024 at 2:36 pm

    This conpany sounds like a Scam

  7. @2023gainer

    February 16, 2024 at 2:39 pm

    Climbed 60 % week. SOUN… SoundHound. New Global Voice AI tech leader with recent acquisition. 20 Global Auto Manufacturing Partnerships. GFAI….IDAI …PLTR…. BFRG, more

  8. @acmkamos

    February 16, 2024 at 2:53 pm

    Dude …he has options due to be exercised by him when the stock hits 1100. And ur asking if hes fairly valued

    • @MrKevinTellez

      February 16, 2024 at 4:15 pm

      Where did you see that?

    • @indodust

      February 16, 2024 at 6:33 pm

      whoops just missed it

  9. @user-hd9x

    February 16, 2024 at 3:41 pm

    I have about 5% of my portifolio in AAPL stock, any advice on any other that I can grow my $200 k capital to a million dollars????

    • @Piotrek-wf

      February 16, 2024 at 3:41 pm

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      by Andras Bohm a widely known crypto consuitant

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      February 16, 2024 at 3:42 pm

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      February 16, 2024 at 3:42 pm

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    • @user-ee1f

      February 16, 2024 at 3:42 pm

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    • @user-hd9x

      February 16, 2024 at 3:43 pm

      his website appeared right away, You’ve saved me several hours of research, I appreciate it.

  10. @buttlebe

    February 16, 2024 at 3:42 pm

    SMCI is the pioneer of GPUs which is needed for AI. That sets them apart from Intel & HPQ

  11. @chrisdowns422

    February 16, 2024 at 3:46 pm

    I got lucky and sold at market open.

    • @bionautic

      February 16, 2024 at 6:10 pm

      Better to be lucky than to be right.

  12. @pianobench6319

    February 16, 2024 at 3:46 pm

    7:47 he said it Supermicro is #1 !! And said especially in the USA!!!

  13. @swamygee

    February 16, 2024 at 4:02 pm

    Oh come on! This is just a pump like GME, this company cannot live up to any of the hype. Nothing this guy says here is convincing otherwise.

    • @marm4031

      February 16, 2024 at 8:02 pm

      $14 billion in revenue be years end

  14. @alexsoccer1196

    February 16, 2024 at 4:03 pm

    I made a big realized win here, thank you Mister Liang!

  15. @method341

    February 16, 2024 at 4:19 pm

    It’s crashing now lol

  16. @davidtothemax1

    February 16, 2024 at 4:34 pm

    this guy is a billionaire now

  17. @youngboytam9510

    February 16, 2024 at 4:48 pm

    I unloaded all my SMCI at 820s today, made a pretty good profit in couple weeks. Waiting for more pull back and jump in again.

  18. @ponuni

    February 16, 2024 at 4:51 pm

    this guy gives me “rural chinese villager who came to the big city for the first time” vibes

    • @Subotai111

      February 16, 2024 at 7:09 pm

      He came, he scammed big city folk

  19. @DustyBeardall

    February 16, 2024 at 5:04 pm

    to recap: “mo chip”

  20. @billyjackson1738

    February 16, 2024 at 5:37 pm

    National security threat?

  21. @Subotai111

    February 16, 2024 at 7:08 pm

    china scam 🤣

  22. @calmdown.8213

    February 16, 2024 at 7:22 pm

    oh wow i didnt know it was a chinese company!

    • @ameyashinde7407

      February 16, 2024 at 8:57 pm

      Clearly you didn’t watch the full interview

    • @hsuanting

      February 16, 2024 at 9:22 pm

      Charles is a Taiwanese American just like Jensen Huang, he is not chinese。His company is American company!

    • @calmdown.8213

      February 16, 2024 at 9:52 pm

      @@hsuanting naw he has chinese accent so he grew up there and migrated what a cpl decades ago

    • @jsurfin1

      February 17, 2024 at 2:11 am

      @@calmdown.8213 Taiwanese and Chinese people both speak Mandarin so their accents are quite similar.

    • @nancy1116

      February 17, 2024 at 2:35 am

      Taiwanese is not Chinese

  23. @srikanthmaganty524

    February 16, 2024 at 9:18 pm

    ❤, a true humble leader, unlike the local braggers with littile roast here in CA😂😂

    • @Ksccm4

      February 17, 2024 at 1:48 am

      Taiwanese people are usually humble

  24. @will9846

    February 16, 2024 at 9:24 pm

    Bro looks like he runs a backhouse casino

  25. @jerrychance977

    February 16, 2024 at 10:39 pm

    SMCI doesn’t lack of chips. Mr. Liang is too humble. Actually SMCI is too strong in market driving which is much much stronger than the power of chip supply. Too outstanding should be the correct description for SMCI.

  26. @deeeeeeps

    February 16, 2024 at 11:08 pm

    Dude was looking up at his monitor knowing he is losing billions as the stock is tanking while he speaks. Ouch

  27. @user-oc6wv4gj1j

    February 16, 2024 at 11:59 pm

    The integration of AI and Blockchain is essential for businesses as it improves efficiency, transparency, and security. AI enables intelligent automation, while Blockchain guarantees a tamper-proof and decentralized transaction record, promoting trust and innovation. Blockchain technology offers a promising solution to address the limitations of traditional data centers. By leveraging blockchain, data centers can enhance scalability, security, and data integrity while reducing costs and environmental impact.

    • @joel-gf7gh

      February 17, 2024 at 6:36 am

      so you think smci is a good buy here ?

    • @user-oc6wv4gj1j

      February 17, 2024 at 7:19 am

      I will hold the stock for the long term. Nvidia’s earnings announcement is coming out next week. You can use the following tools to form your own opinion about performance and fundamental metrics:

      – Macrotrends
      – Market Chameleon Screener
      – Barchart All-Time High
      – Alpha Spread

      Please do your own research; this should not be considered financial advice.

    • @joel-gf7gh

      February 17, 2024 at 8:25 am

      ok, unfortunately I bought yesterday before the dip but I thinking of buying more. what else do you have in your portfolio related to Ai ? palantier?@@user-oc6wv4gj1j

  28. @ali_b_investing

    February 17, 2024 at 12:04 am

    I think this video crashed the stock price from $1080 to $799 lol 😂

    • @nycesports1995

      February 18, 2024 at 10:01 am

      Maybe but it was morneprofit taking to consolidate the stock which is good

  29. @user-oc6wv4gj1j

    February 17, 2024 at 12:21 am

    A graphics processing unit (GPU) is an electronic circuit that can perform mathematical calculations at high speed. Computing tasks such as graphics rendering, machine learning, and video editing require the application of similar mathematical operations on a large dataset. GPUs are popular chips for blockchain and other emerging applications. They are increasingly being utilized for artificial intelligence and machine learning. Supermicro has also introduced the highest density server in the industry, leveraging NVIDIA HGX H100 8-GPU systems in a 4U liquid-cooled system and utilizing Supermicro’s latest liquid cooling solution.

  30. @TradingTSLA

    February 17, 2024 at 1:43 am

    People are comparing NVDA with SMCI, thinking that NVDA can go that route. My analysis if this is possible

  31. @guiguit3120

    February 17, 2024 at 2:17 am

    Can you wear a leather jacket next time pls

  32. @jrmayberry3536

    February 17, 2024 at 2:25 am

    Zero chance this is legit and 100% chance this guy is in jail within 3 years

  33. @residequide6000

    February 17, 2024 at 3:52 am

    Every week I buy more of whatever is the lowest percentage of my portfolio and try to keep everything around 10%. Please what could be my safest buys with $400k to outperform the market in 2024?

    • @DayAndNightTo2099

      February 17, 2024 at 3:57 am

      there is no safe option but check msft, it is slow but good

    • @mariabrandon-6064

      February 17, 2024 at 4:03 am

      Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.

    • @markjune54

      February 17, 2024 at 4:06 am

      I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000

    • @DayAndNightTo2099

      February 17, 2024 at 4:08 am

      @@mariabrandon-6064 yes i agree, i am a very good advisor, I charge 5billion a year, but for you, you will have a special offer of just 399k. i will make your 1k to 1 million in 1 year by advising because i am familiar with the market to make such good picks.

    • @JoseLuis-zn5tb

      February 17, 2024 at 4:19 am

      ​@@markjune54Please will you be kind enough to share the details of the man that helped you?

  34. @albdeslam6586

    February 17, 2024 at 6:25 am

    rally is only explained by chinese traders and fund managers divesting from Chinese stocks to the us and rotating between markets, and the correction will be hard on USD as soon as yields go down

  35. @Walker956

    February 17, 2024 at 6:35 am

    learn english ffs.

  36. @Anthony-dj4nd

    February 17, 2024 at 7:52 am

    This is a hit piece!😤

  37. @wbsregard

    February 17, 2024 at 9:48 am

    SMCI DOWN 20% IN A SINGLE DAY

  38. @KaushikBangaloreVenkatar-gh6bj

    February 17, 2024 at 10:01 am

    This can pull back to 600s and take off to 800+ again if NVIDIA shows demand

  39. @vramsrini

    February 17, 2024 at 10:07 am

    Supermicro is like the CMG of AI servers. They’re cheaper (than Dell/HPe = Sit down restaurants) but READILY available, and they work! They work closely with GPU vendors and bring products to market at lightning speed vs the staid/slow old vendors. Sure, the tradeoff is quality and support (greasy tasty CMG menu). AI = All about scaling the infrastructure to come out with the next LLM and there’s an arms race out there. SMCIs rise is not at all surprising – its going the same route as CMG.

    • @buttlebe

      February 18, 2024 at 11:11 am

      Excellent analogy

  40. @asif9700

    February 17, 2024 at 11:13 am

    I don’t trust these Chinese CEOs. Chinese are all lying scammers with zero ethics.

  41. @Patrick-yh5yd

    February 17, 2024 at 11:27 am

    He wants us to be like China! They are ??????

  42. @krishnasamala4862

    February 17, 2024 at 12:07 pm

    Simply overpriced for a sound business. I am out

  43. @FamousA-tc9go

    February 17, 2024 at 12:31 pm

    I have about 5% of my portifolio in AAPL stock, any advice on any other that I can grow my $200 k capital to a million dollars?

    • @Jonathanmarsh-vz7ot

      February 17, 2024 at 12:33 pm

      yeah for this reason if we dip back down .. investment is the key to be successful imagine investing $15,000 and received $301,500..

    • @FamousA-tc9go

      February 17, 2024 at 12:34 pm

      Mrs Gabriel trujillo was my hope during the ‘bear summer’ last year. I did so many mistakes but also learned so much from it, and of course mrs Gabriel trujillo …

    • @MohanKallingal

      February 17, 2024 at 12:41 pm

      Woah for real? I’m so excited. Gabriel trujillo strategy has normalised winning trades for me also. and it’s a huge milestone for me looking back to how it all started

    • @mariabanlly

      February 17, 2024 at 12:42 pm

      I’m new at this, please how can I reach her?”

    • @FamousA-tc9go

      February 17, 2024 at 12:43 pm

      She’s often interacts on Telegrams, using the user-name..

  44. @TheGogobutt

    February 17, 2024 at 7:30 pm

    Not busting balls but to have that heavy of an accent after living in good ‘ole USA 30 plus years is kinda funny. SMCI will take a run at a double top. Lots of upcoming institutional presentations next month. This is the first shakeout to get rid of weak hands. Blackrock and Vanguard…….Who knows what they will do……….

  45. @MOHJAMTAB

    February 18, 2024 at 3:05 am

    I can’t see a major difference between SMCI, Dell, HPE, and NetApp. I only see that SMCI’s relationship with NVDA & AMD is better than their competitors.

    • @micro-organism-pv5gd

      February 19, 2024 at 12:28 am

      Dell is a chip designer (w/Intel) and also does networking. That’s the simple answer.

    • @onionking233

      February 19, 2024 at 10:31 am

      SMCI builds AI specific servers, while others build general servers and PCs.

  46. @JeffHsiao511

    February 18, 2024 at 3:44 am

    😂😂😂🤡🤡🤡

  47. @co1972

    February 18, 2024 at 2:40 pm

    I am SOOOOOOOO FREAKING EXCITED! I just put $10,000 into this thing — looking at the current chart, i should be able to retire by the end of the year! DEFINITELY ny next June. Just extending the chart shows a value of $5,000,000 to $10,000,000 — and beyond!!! This should be #2 market cap in the world, after NVDA #1 — NVDA market cap of $10T (like Cramer guarantees)…this will be a close second around $9.5T…heck, it may even pass NVDA! GH FINALLY! My ship has come in!!! Nothing more to do now ut wait and plan — already looking at houses in the islands. Maybe a private jet. Easiest money EVER!!! WOOPHOOOOOOO! LOVE AI! LOVE IT — CHANGED THE WORLD AND MY LIFE!!! HECK, I’ll probably hold…. market cap of $25T seems easy in 5’ish years! 😎👍🚀

  48. @ducdao3917

    February 18, 2024 at 3:20 pm

    SMCI WILL INCREASE AGAIN

  49. @user-fc5bb4yn4f

    February 18, 2024 at 3:30 pm

    lol

  50. @rogerramsey7441

    February 18, 2024 at 5:32 pm

    Does anyone find this guy not answering the interviewer’s questions at all?

  51. @globalismoblackman

    February 18, 2024 at 5:34 pm

    Legend of Super Micro🤩 😅❤. I made some good money on this stock. Mr Liang thank you for a great company performance and business growth.

  52. @timtasch1015

    February 18, 2024 at 6:14 pm

    Charles, we love you❤

    • @wafflecat711

      February 18, 2024 at 9:00 pm

      will smci jump next week?

  53. @tshirtnjeans4829

    February 18, 2024 at 8:54 pm

    Why didn’t SMCI’s CFO raise some capital during this rally is what I want to know

  54. @ToddSpencerUSA

    February 18, 2024 at 9:21 pm

    Read the tea leaves. Starting at 3:00 he gives a strong hint about Nvidia, he’s hoping more chips will be available. : )

    • @globalismoblackman

      February 18, 2024 at 11:00 pm

      Yup you spotted that golden nugget of info hint he dropped during that conversation 😊. There more skin in the game the SMCI party ain’t over yet.

  55. @samsonwang3286

    February 18, 2024 at 10:20 pm

    Terrible interviewée

  56. @sns1804

    February 18, 2024 at 11:47 pm

    Mr. Liang, you are so knowledgeable in AI and computers. 30 years in America and still speak with a heavy accent. I know you have a lot to say, and I doubt I could speak Mandarin without an American accent. Your presentation would be more effective by pronouncing a few words more clearly, such as “general revenue, product, deliver, plug and play, enable, system level”. No disrespect, but you are already 90% there. I am not an English coach, or language instructor, just a good listener and friend. You know that old saying “you can’t teach an old dog new tricks” maybe you can break that mold, like so many new inventions you have already brought to the US market. Be well.

  57. @whatsup4807

    February 19, 2024 at 5:32 am

    Too bad, it has been DUMP by TOO MUCH PUMP> the substantial book value just yesterday

  58. @RolandLeach

    February 19, 2024 at 11:07 am

    the yield on bonds have decreased especially on the long end (30 and 10 Y) indicating that the demand is still there even if the supply remains huge showing a preference for safety. I’m still at a crossroad regarding whether or not to liquidate my $138k

    • @Mariamcaballo

      February 19, 2024 at 11:10 am

      Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.

    • @Gdrtffd

      February 19, 2024 at 11:11 am

      I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000

    • @marykane4802

      February 19, 2024 at 11:11 am

      Please will you be kind enough to share the details of the man that helped you?

    • @Gdrtffd

      February 19, 2024 at 11:12 am

      Actually its a Lady. Yes my go to person is a ‘MARY KALIOPE BRAUN’. So easy and compassionate Lady. You should take a look at her work.

    • @marykane4802

      February 19, 2024 at 11:13 am

      Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks

  59. @sudhaprabhu5089

    February 19, 2024 at 11:57 am

    Low Float,only 30 million ? shares,can go up fast

  60. @Unpack

    February 19, 2024 at 2:19 pm

    Would you buy more Nvidia stock or Super Micro stock?

  61. @user-oc6wv4gj1j

    February 19, 2024 at 3:42 pm

    Super Micro’s large size and scale in providing full rack solutions and AI systems for accelerated platforms for data centers is a huge competitive advantage. It has the first-mover advantage of partnering closely with the AI, GPU market leader and innovator, Nvidia.

  62. @rajcha8976

    February 19, 2024 at 7:46 pm

    Please interview in mandarin.

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