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$Super Micro Computer (SMCI.US)$ 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 : It's not the opposite. They have a mutually beneficial relationship; it's just SMCI's own internal explosions that are finding shorting of their own
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Although the current downward trend hasn't completely passed, there are still risks, but it's good to put in a few play tickets and take risks
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 fine to say this, but some technologies still can't bypass SMCI's technology, so ASUS and Gigabype cannot be replaced for the time being, so SMCI's influence is still there
102184796 OP 102514703 : We need to look at NVDA's performance here. Anyway, it's fine to have gambling habits before the results come out. As long as you don't have a card above 60, you still have a chance, but only if Asus and Gigabype still can't 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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