$Super Micro Computer (SMCI.US)$ 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.

Did the stock price drop as soon as you became a shareholder today? Why?? $Revolution (8894.JP)$

"Investing God" Warren Buffett led $Berkshire Hathaway-A (BRK.A.US)$On the 28th, surpassing 1 trillion dollarsand become the 9th company in the world to achieve a market capitalization of 1 trillion dollarsbecame. Berkshire's market capitalization has increased by over 218 billion dollars this year, and this increase amount is $American Express (AXP.US)$, $McDonald's (MCD.US)$, $Cisco (CSCO.US)$, $Wells Fargo & Co (WFC.US)$It is higher than the market capitalization of other companies such as sell. In addition,August 30th is Buffett's birthdayAchieving a market capitalization of 1 trillion dollars is significant for Mr. Buffett.would be.would.
Eight other companies, including seven high-tech companies in the US stock market, have already achieved or temporarily achieved this milestone. $NVIDIA (NVDA.US)$

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
N is cooling down during lunchtime.
After lunchtime, it will move towards 128.66/129.85.
If it exceeds 130, there is a possibility of rising to 131.80.
Good night.See you later

$NVIDIA (NVDA.US)$
NVIDIA Q2 FY2025 earnings conference call is scheduled for August 28 at 5:00 PM EDT /August 29 at 5:00 AM SGT /August 29 at 7:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from NVIDIA's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
Disclaimer:
This presentation is for information and ...