Ken Freeman, CFA

Ken Freeman, CFA Getting a job on Wall Street will earn you lots of money & you'll make a positive impact on the World

06/18/2026

click for the full video! - https://youtu.be/xz35loWkNmA

Record revenue. Record profit. So why isn't the cash showing up? This is the question every SMCI bull needs to answer. Paper profit and real money are not the same thing.

06/17/2026

click for the full video! - https://youtu.be/xz35loWkNmA

One customer. No name. Just "Customer A."
That single buyer accounted for 27% of everything Supermicro sold last quarter, and 38.5% of sales over the last nine months. A year ago that same customer was 15.1%. It has more than doubled.
One phone call from this customer and over a third of the business walks out the door.
This is the risk nobody in the comments is pricing in. Would you hold a stock this dependent on one buyer?

06/16/2026

Click for full video -> https://youtu.be/xz35loWkNmA

Super Micro is the AI trade nobody's reading correctly. Revenue is at record highs and the headlines stopped there. The real story is in the filing. Know what you own before you touch your position.

06/15/2026

Click for full video -> https://youtu.be/xz35loWkNmA

Super Micro just posted $10.24B in revenue and every channel called it a blowout.
They all stopped reading at the headline.
Record server racks. Record profit. And operating cash flow that's been deeply negative for nine straight months. The company booked more money than ever and the cash never actually showed up.
So where did it go? That's the real story, and it's buried in the filing.
Own SMCI? Watch this before you touch your position.

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