TSLA
Tesla
-- 462.280 NVDA
NVIDIA
-- 140.220 PLTR
Palantir
-- 82.380 MSTR
MicroStrategy
-- 358.180 AMD
Advanced Micro Devices
-- 126.290 
$Super Micro Computer (SMCI.US)$ 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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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 roles will always be supporting roles, there are plenty of supporting role companies. Isn't Dell better than AMD? At least Dell is a reputable company.
888vic OP 102180832 : Yes, lose 9% sales or bad debt for more than 9%!
4934 888vic OP : delist. not bankruptcy