$Super Micro Computer (SMCI.US)$
the ups and downs are always phenomenal in this one :)
the ups and downs are always phenomenal in this one :)
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$NVIDIA (NVDA.US)$
it has been at the same 140-150ish top range despite excellent results , so the stock price HAS NOT kept up with the recent revenue growth at all
it is actually inexpensive … you want a stock trading at their previous multi year levels , china stocks , paypal , intel and many others … i am very surprised that this isnt over 175 yet
it has been at the same 140-150ish top range despite excellent results , so the stock price HAS NOT kept up with the recent revenue growth at all
it is actually inexpensive … you want a stock trading at their previous multi year levels , china stocks , paypal , intel and many others … i am very surprised that this isnt over 175 yet
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$Super Micro Computer (SMCI.US)$
jensen mentioned them in their list of vendors , that they work with , during the nvidia call essentially reinforcing that their biggest client still wants to work with them , despite all the accounting challenges.
this may have a short term positive impact as it shows confidence in their core business
jensen mentioned them in their list of vendors , that they work with , during the nvidia call essentially reinforcing that their biggest client still wants to work with them , despite all the accounting challenges.
this may have a short term positive impact as it shows confidence in their core business
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$NVIDIA (NVDA.US)$
may be its just over bought , tonigjt wil be fascinating , as the fundamentals and future is awesome
may be its just over bought , tonigjt wil be fascinating , as the fundamentals and future is awesome
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I could be wrong - but looks poised for a short covering rally even though the overall trend is down
$Super Micro Computer (SMCI.US)$
this hasnt had that intense short covering rally which invariably comes with such massive falls in such a short period of time .
short term predictions are very risky - because your chances of going wrong are very high , but right now any catalyst - 10k filing , some big investor taking a bet , takrover , collaborarion or whatever may just light that fire . medi...
this hasnt had that intense short covering rally which invariably comes with such massive falls in such a short period of time .
short term predictions are very risky - because your chances of going wrong are very high , but right now any catalyst - 10k filing , some big investor taking a bet , takrover , collaborarion or whatever may just light that fire . medi...
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$Super Micro Computer (SMCI.US)$
any good management would have addressed this basic issue … why did the auditor resign and other basic financial documents to be filed
clearly they have a good business with good clients but its not without strong competition
the only way the stock will properly reverse its 80% fall from its presplit high of 1000 is if they give market surety of their numbers
any good management would have addressed this basic issue … why did the auditor resign and other basic financial documents to be filed
clearly they have a good business with good clients but its not without strong competition
the only way the stock will properly reverse its 80% fall from its presplit high of 1000 is if they give market surety of their numbers
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$Super Micro Computer (SMCI.US)$
as now the market is not sure , on what the true business value is - it can reach close to 25 or close to 40 in a couple of weeks
of course - with short term predictions , there is a big risk for being wrong , but here is a theory
as now the market is not sure , on what the true business value is - it can reach close to 25 or close to 40 in a couple of weeks
of course - with short term predictions , there is a big risk for being wrong , but here is a theory
$NVIDIA (NVDA.US)$
capex spends from hyperscalers are priced in expectarions , and in line with amd earnings reaction , we may see a pull back - which may be significant. we are still far from nvidia earnings
i could be wrong in the short term , in tbr medium term of 1 year and above - i expect it to be 200.
capex spends from hyperscalers are priced in expectarions , and in line with amd earnings reaction , we may see a pull back - which may be significant. we are still far from nvidia earnings
i could be wrong in the short term , in tbr medium term of 1 year and above - i expect it to be 200.
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$NVIDIA (NVDA.US)$
although AMD’s performance was excellent , the market wanted a blow out quarter and pre market shows that AMD May open significantly lower
with google’s capex spends being stable q on q - nvidia’s perceived value may depend on what other hyperscalers - amazon , meta say in their capex spends , if the results are a blowout and increased capex , that will create perceived positive sentiment but if the market sees anything which is not to their liking or capex stays ...
although AMD’s performance was excellent , the market wanted a blow out quarter and pre market shows that AMD May open significantly lower
with google’s capex spends being stable q on q - nvidia’s perceived value may depend on what other hyperscalers - amazon , meta say in their capex spends , if the results are a blowout and increased capex , that will create perceived positive sentiment but if the market sees anything which is not to their liking or capex stays ...
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