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$NVIDIA (NVDA.US)$ gotta look at this perspective, SMCI may ...
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Coolingdown : SMCI Compete with whom?
Kevin Chen15 : SMCI is the assembly plant of his server and what would be the opponent =. = You got it wrong.
LittleSoldier : They really never were. Crazy there really is no competition when it comes to Nivida. All other companies are so far behind it’s ridiculous!
104248191 Kevin Chen15 : sometimes people buy due to hype without deep diving to understand companies economics
Kevin Chen15 104248191 : What is the relationship with competitors that the company has transferred orders to SMCI to other server assembly plants![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Is it a disparity between downstream vendors or competitors? Does the opponent say AMD or INTC also includes SMCI????