TSLA
Tesla
-- 355.840 NVDA
NVIDIA
-- 138.850 INTC
Intel
-- 23.600 NBIS
NEBIUS
-- 44.490 PLTR
Palantir
-- 119.160 
$Super Micro Computer (SMCI.US)$ if this goes down, it will ...
$Super Micro Computer (SMCI.US)$ if this goes down, it will pull NVidia along as they are NVDIA customer.
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Trump 2.0 Era: How will global markets evolve?
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context,
Moo Live
Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
1福星高照1 : You're overthinking.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
tony67 : It is important to distinguish between primary and secondary, nvidia is essential for super micro computers. Nvidia gets to enjoy the meat, while the supporting role below can only drink the soup. If the supporting character's own soup bowl has a hole, what does it have to do with nvidia?
102180832 tony67 : 9% of total sales from Nvidia goes to smci . Smci cannot pay up what happens ?
tony67 102180832 : Supporting actors will always be supporting actors, and many supporting companies have gone. Isn't Dell better than Ultraman? At least Dell is an honest company.
888vic OP 102180832 : Yes, lose 9% sales or bad debt for more than 9%!
4934 888vic OP : delist. not bankruptcy