SMCI sell-off continues amid disappointing guidance. Are you bullish or bearish?
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咖波猫
joined discussion · Oct 31 19:30
Since Hidenburg disaster
$Super Micro Computer (SMCI.US)$ $NVIDIA (NVDA.US)$ There was no explanation made since the last accusation by Hidenburg, and now comes Ernst & Young resigning and unwilling to be associated with the financial statements by SMCI, at this rate Jensen is going to need to cut ties with SMCI CEO to avoid NVIDIA plunge
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10baggerbamm : Jensen is a customer he’s not on the Board of Directors he doesn’t own stock he’s just a customer. Neither Jansson nor Nvidia ever invested any money in supermicro as a shareholder as an insider.
Too : The key point is not here, AMD's financial fraud can directly affect nvidia's so-called "very high demand".
咖波猫 OP Too : Agree