151388143 OP : x.com

151388143 OP : Vanguard 475.3. m

151388143 OP l3__standard : 13F filings have a lag, while 13G and 13D are better for tracking. However, since 13G and 13D filings disclose holdings of over 5% in a public company, most institutions prefer to reduce their holdings below 5%. This way, their disclosures are only required quarterly, every three months, or in some cases, as quickly as within a month. Tracking these filings can effectively indicate institutional entry into a stock.

151388143 OP Golden Cross Duck : I want to say that it's not just HP because SMCI's production capacity is 1000 servers, which is why there is a push to increase it to 5000 servers per day in Southeast Asia by 2025. This is due to the demand for XAI, which SMCI alone cannot meet... Additionally, businesses need multiple suppliers, not just one. This balance is beneficial for negotiating prices.