$Super Micro Computer (SMCI.US)$ 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.

An important event that could be a turning point in the marketis getting closer every moment.NVIDIA financial results announcement on 8/28That's it.
hitherto $NVIDIA (NVDA.US)$ has continued to produce results suitable for driving the AI market. Since financial results were announced, not only NVIDIA stocks, but also the SOX index and NASDAQ 100 index have strengthened their upward momentum. Will history repeat itself this time? The answer will be revealed on 8/28 (after closing).
On the other hand, almost all financial results other than NVIDIA are available for SOX index constituent stocks. From the financial results of these companies,The benefits of the AI investment boom are spreading furtherThat was shown. This is because AI data centers cannot be built by NVIDIA alone, and many companies are involved, from IP licenses for memory and modules to semiconductor manufacturing, packaging and testing, power solutions, and data communication transceivers. When compared to when financial results were announced for the previous quarter, companies belonging to these fields,AI stocks that are likely to “surpass NVIDIA” have also surfacedI've done it.
This time,Settlement of the SOX Index and its constituent stocks...

$NVIDIA (NVDA.US)$ A financial results briefing for the 2nd quarter of fiscal year 2025 is scheduled to be held at 6:00 a.m. on 2024/8/29 (Thursday) Japan time. This briefing sessionIt will be distributed in subtitle translation format. If you would like to watch it,“reservation”Click on the button.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles are generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If damage is suffered due to translated content, we are not responsible for such damage. Please keep this in mind when watching.

Breaking through the Nvidia 130 wall! The financial results have passed as it is, and it can be seen that it will reach 140 dollars by September ✌️
$NVIDIA (NVDA.US)$

$NVIDIA (NVDA.US)$
Please run away
It will crash to $10

$NVIDIA (NVDA.US)$
From about 3 business days before the settlement, there will be profit sales for people who don't want to take advantage of it. Will that be the last time you buy or sell?