Rim2811
commented on
$NVIDIA (NVDA.US)$
I am a time traveler. Please buy a lot today. 🈵
I am a time traveler. Please buy a lot today. 🈵
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Rim2811
commented on
$Super Micro Computer (SMCI.US)$
It becomes super microcomputer 0.
It becomes super microcomputer 0.
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Rim2811
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Rim2811
commented on
$NVIDIA (NVDA.US)$
The employment statistics for fishing tomorrow are during sleep. I will check at 3 a.m.
I will sleep while praying 🙏
The employment statistics for fishing tomorrow are during sleep. I will check at 3 a.m.
I will sleep while praying 🙏
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Rim2811
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On September 3, $NVIDIA (NVDA.US)$ the stock price experienced a significant drop, causing a market capitalization loss of approximately $279 billion in one day. According to Dow Jones Market Data,the largest single-day market capitalization loss in history,with a significant impact on the entire semiconductor industry.
What are the concerns about Nvidia?
Wall Street analysts have expressed concerns about Nvidia's latest financial report. The main reason is the predicted decrease in gross profit margin.Rosenblatt Securities analysts Kevin Cassidy and Hans Mosesmann point out that the speed of the company's product cycle is affecting the decline in gross profit margin." is the closing quotation mark. Analysts Kevin Cassidy and Hans Mosesman from Rosenblatt Securities pointed out that the speed of the company's product cycle is affecting the decline in gross profit margin.
However, this is a "luxury problem" and does not detract from the bullish view of Nvidia. Cassidy and Mosesman suggest that the existing Hopper chip line remains strong and that the Blackwell chip line has the potential for rapid growth. Theyrate Nvidia as a "buy" and have a target price of $200..
What are the concerns about Nvidia?
Wall Street analysts have expressed concerns about Nvidia's latest financial report. The main reason is the predicted decrease in gross profit margin.Rosenblatt Securities analysts Kevin Cassidy and Hans Mosesmann point out that the speed of the company's product cycle is affecting the decline in gross profit margin." is the closing quotation mark. Analysts Kevin Cassidy and Hans Mosesman from Rosenblatt Securities pointed out that the speed of the company's product cycle is affecting the decline in gross profit margin.
However, this is a "luxury problem" and does not detract from the bullish view of Nvidia. Cassidy and Mosesman suggest that the existing Hopper chip line remains strong and that the Blackwell chip line has the potential for rapid growth. Theyrate Nvidia as a "buy" and have a target price of $200..
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Rim2811
commented on
$NVIDIA (NVDA.US)$
I will buy it if it falls below $80.
I will buy it if it falls below $80.
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$NVIDIA (NVDA.US)$
I have a bad feeling, what should I do?
I have a bad feeling, what should I do?
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$Super Micro Computer (SMCI.US)$ It is gaining market share in the AI server market, albeit small. Bank of America analysts have mentioned the company's market share.It is expected to expand from 10% in 2023 to 17% in 2026.Keybanc Capital Markets analyst Thomas Blakey is even more bullish, predicting a market share of 23% this year.
Supermicro was hit with a one-two punch of bad news last week. First, the company became the subject of a short report issued by Hindenburg Research, which highlighted accounting irregularities, undisclosed related-party transactions, and export control issues. The following day, Supermicro revealed that the submission of its annual report would be delayed.Hindenburg Researchtargeted Supermicro in a short report, pointing out accounting irregularities, undisclosed related-party transactions, and export control issues. The following day, Supermicro revealed that the submission of its annual report would be delayed.
According to analysts at JP Morgan, it is necessary to be aware that short reports raise suspicions for a long time and lack evidence. The analysts point out that most of the suspicions are "existing, already known" issues, and the report lacks details on the alleged misconduct.
Supermicro was hit with a one-two punch of bad news last week. First, the company became the subject of a short report issued by Hindenburg Research, which highlighted accounting irregularities, undisclosed related-party transactions, and export control issues. The following day, Supermicro revealed that the submission of its annual report would be delayed.Hindenburg Researchtargeted Supermicro in a short report, pointing out accounting irregularities, undisclosed related-party transactions, and export control issues. The following day, Supermicro revealed that the submission of its annual report would be delayed.
According to analysts at JP Morgan, it is necessary to be aware that short reports raise suspicions for a long time and lack evidence. The analysts point out that most of the suspicions are "existing, already known" issues, and the report lacks details on the alleged misconduct.
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$Super Micro Computer (SMCI.US)$ It's okay.
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Rim2811 OP : Everyone put it up as I said
Congratulations to the person who bought it