$Super Micro Computer (SMCI.US)$ Currently, it seems that NV...
$Super Micro Computer (SMCI.US)$ Currently, it seems that NVDA cannot avoid SMCI's technology. Buy a few shares to play around with.![]()
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SYHs : Are you kidding?
102184796 OP SYHs : No response, they have a mutually beneficial relationship, it's just that SMCI frequently self-destructs internally and invites short-selling.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Although the downward trend has not completely passed, there are still risks, but it's also not bad to take some speculative bets.
71306996 SYHs : One.aiDatacenter, you need taiwan semiconductor, you neednvDesign, still need matchingamdofcpuelectrical utilities, datacenter chassis, and so on, with different profit margins and different degrees of monopoly, but as long as they are in the market, they can always make some money.
SYHs : NV is not necessarily required to use SMC. The demand for NV's GPUs is currently much greater than the supply, and companies that did not receive allocations do not know when they will be able to receive the goods. Many other companies are working on this... On the other hand, without NV's GPUs, SMC cannot achieve its current scale.
102514703 : Well, after releasing the financial report, SMCI plummeted, stop crying.
102184796 OP SYHs : It's not like there is no difference, but some technologies still cannot avoid SMCI's technology, leading to ASUS and Gigabyte temporarily unable to replace it, so SMCI still has influence.
102184796 OP 102514703 : To see the performance of NVDA here, it's just a habit of gambling before the performance comes out. As long as it doesn't get stuck above 60, there is still a chance. But the premise is that ASUS and Gigabyte still cannot replace SMCI.
102514703 102184796 OP : Confidence is over 40, and there's no hope; it still has many things to face
102184796 OP 102514703 : There is still hope in the short term, the key is the strategy of the newly appointed person.
If it's not stable, there's basically no chance, so there are risks.
102514703 102184796 OP : Well, if this person also resigns, they will face a punishment even more terrifying than the first resignation. These management just do not clearly inform their investors of the news.
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