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$Super Micro Computer (SMCI.US)$ those with good positions b...
$Super Micro Computer (SMCI.US)$ those with good positions better to take profits or at least partial. arm become broken arm becareful
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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
Kronos MasterStock : Meta was great though and that’s 21 percent of smci orders
72993459 : no worries
72993459 : it's to mind-boggling for anyone to understand how many data centers are going to be built and have to be built the infrastructure is the key to AI any kind of computing and the big seven are spending billions and billions of dollars right now arm will bounce back too they're in everything there's a high price target for a reason just opportunities if it goes down to buy more
Master Corgi : Hahaha nah SMCI is not the same as ARM if you know what they do. This is going back up higher.
R30R : The pipeline for SMCI is very good. Their issue is with operating costs. Can’t compare with ARM. The fundamentals for ARM are weak while nearly every is a client for SMCI. Definitely over valued but I’m in the game hoping they can recover some traction through a stock split and then letting the consolidation happen.