Capital Gains
:
their margins are dropping this company aint worth what it once was. their big clients are threating to leave unless they drop prices.. there margins went from in mid 20s to 11% this quarter.. the next quarter probably gonna be worse
4934
:
i din notice about the big client side . only know they mention end 2025 , margin will be up . i believe is their liquid cooling system kicks in
Northsea9
:
This stock decline was indirectly caused by Nvidia's problems, that is, revenue was very low for about 120 to 370 days, and growth must be resumed until Nvidia's technical problems are solved. SMCI relies heavily on Nvidia, but the new Nvidia chips are only part of the business; other chips remain profitable, and the impact is not significant!
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Moo Live
Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
Reassessing Chinese Assets
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.
CT John : ? When?
Capital Gains : their margins are dropping this company aint worth what it once was. their big clients are threating to leave unless they drop prices.. there margins went from in mid 20s to 11% this quarter.. the next quarter probably gonna be worse
peter kim344 : terrible
4934 Capital Gains : omg . is it true
Capital Gains 4934 : Yeah read their earning release. Don’t know if you seen my second comment but their margins are down over 50%
4934 : i din notice about the big client side . only know they mention end 2025 , margin will be up . i believe is their liquid cooling system kicks in
Northsea9 : This stock decline was indirectly caused by Nvidia's problems, that is, revenue was very low for about 120 to 370 days, and growth must be resumed until Nvidia's technical problems are solved. SMCI relies heavily on Nvidia, but the new Nvidia chips are only part of the business; other chips remain profitable, and the impact is not significant!