semiking
reacted to
$Super Micro Computer (SMCI.US)$
Supermicro Q2 FY2025 earnings conference call is scheduled for February 11 at 5:00 PM ET / February 12 at 6:00 AM SGT /February 12 at 9:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Supermicro's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what Supermicro's management has to say!
Disclaimer:
...
Supermicro Q2 FY2025 earnings conference call is scheduled for February 11 at 5:00 PM ET / February 12 at 6:00 AM SGT /February 12 at 9:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Supermicro's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what Supermicro's management has to say!
Disclaimer:
...
![](https://usliveimg.moomoo.com/20250208120605f28126ff.png/thumb)
Supermicro Q2 FY2025 earnings conference call
Feb 12 06:00
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$Super Micro Computer (SMCI.US)$
This is a truly significant move: for its upcoming 10K filing, Supermicro has tapped a professional with extensive SEC reporting and technical accounting expertise![]()
This is a truly significant move: for its upcoming 10K filing, Supermicro has tapped a professional with extensive SEC reporting and technical accounting expertise
![Picture](https://sgsnsimg.moomoo.com/sns_client_feed/102774712/20250211/1739208384597-random4397-102774712-android-org.jpeg/thumb?area=101&is_public=true)
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semiking
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Hi mooers! ![]()
Need a quick update on this week's events? Check out moomoo's fresh earnings & economic calendars to start this week!
For more details, check out the earnings calendar and economic calendar!
This week, various companies including $Shopify (SHOP.US)$ , $Super Micro Computer (SMCI.US)$ , $Applovin (APP.US)$ and $Coinbase (COIN.US)$ are releasing their earnings. How will the market react to the companies' results? Let's ma...
Need a quick update on this week's events? Check out moomoo's fresh earnings & economic calendars to start this week!
For more details, check out the earnings calendar and economic calendar!
This week, various companies including $Shopify (SHOP.US)$ , $Super Micro Computer (SMCI.US)$ , $Applovin (APP.US)$ and $Coinbase (COIN.US)$ are releasing their earnings. How will the market react to the companies' results? Let's ma...
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![Weekly Earnings Preview: Grab rewards by guessing the market winner!](https://ussnsimg.moomoo.com/sns_client_feed/77777008/20250210/web-1739153108046-ucfIMWkFJ1.png/thumb?area=100&is_public=true)
![Weekly Earnings Preview: Grab rewards by guessing the market winner!](https://ussnsimg.moomoo.com/sns_client_feed/77777008/20250210/web-1739153166863-2F51KozmZC.png/thumb?area=100&is_public=true)
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$NVIDIA (NVDA.US)$ DeepSeek's recent breakthrough demonstrates the potential to reduce the cost of AI model training, which not only changes people's understanding of the cost structure of AI development, but also provides an important opportunity for the popularization of AI technology. By reducing the reliance on high-end hardware and massive datasets, more enterprises have the chance to participate in AI development. This lowering of the threshold will significantly expand the ecosystem of AI development, enabling enterprises of different scales to afford AI experiments, thereby sparking more innovation. This trend may redefine the competitive landscape of the AI market, allowing AI technology to be applied and developed in a wider range of fields.
For NVIDIA, this change may actually turn out to be a long-term bullish factor. Although the decrease in costs during the training phase may raise short-term concerns for investors, as the popularization and innovation of AI technology accelerate, the overall demand for AI computing power in the market is expected to further increase. Especially in the inference stage, many enterprises still require high-performance GPUs to run their models, and this market size is projected to far exceed the demand for model training. More importantly, NVIDIA's product line and CUDA ecosystem hold an irreplaceable position in the supply of AI computing power, allowing the company to dominate the demand in emerging markets.
Therefore, although DeepSeek's breakthrough has caused market sentiment fluctuations for NVIDIA in the short term, in the long run...
For NVIDIA, this change may actually turn out to be a long-term bullish factor. Although the decrease in costs during the training phase may raise short-term concerns for investors, as the popularization and innovation of AI technology accelerate, the overall demand for AI computing power in the market is expected to further increase. Especially in the inference stage, many enterprises still require high-performance GPUs to run their models, and this market size is projected to far exceed the demand for model training. More importantly, NVIDIA's product line and CUDA ecosystem hold an irreplaceable position in the supply of AI computing power, allowing the company to dominate the demand in emerging markets.
Therefore, although DeepSeek's breakthrough has caused market sentiment fluctuations for NVIDIA in the short term, in the long run...
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3
semiking
reacted to
$Quantum Computing (QUBT.US)$
Personally i am waiting for 50. cos my friend's counsin's mother's sister's aunty's son in law 's dog's cat's owner's daughter 's father in law's mistress's nephew's niece's boyfriend's sixth uncle's jade like beauty , childhood friend say it will .
what do you think ?
Personally i am waiting for 50. cos my friend's counsin's mother's sister's aunty's son in law 's dog's cat's owner's daughter 's father in law's mistress's nephew's niece's boyfriend's sixth uncle's jade like beauty , childhood friend say it will .
what do you think ?
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