$Super Micro Computer (SMCI.US)$ A shaken SMCI with just a $20B market cap managed to rattle a $2.5T giant like Nvidia, wiping out $55B in market value. That alone shows the market is finally recognizing the strategic weight SMCI carries and perhaps it hasn’t been given the credit it truly deserves.
152257758
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I mean, sure, but it could also just be a stick in the wind measuring sentiment. It's less about SMCI than it is about a very nervous market facing uncertain earnings. It's also rallied somewhat from it's lows, but on very low volume, so there's a sizeable cohort waiting, and nervous hands holding stocks and looking sideways for signs of trouble.
pittuArya
OP
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Nervous hands or not, when a $20B server vendor causes a $55B hiccup in the AI king’s market cap, that’s not just wind ... that’s a signal. Someone just rang the Blackwell bell, and the market’s listening.
$Super Micro Computer (SMCI.US)$ To understand what’s happening with SMCI and the chip industry right now, imagine this: There’s a massive two-to-three-year race about to begin — and every participant needs the best car possible to compete. The current car model (based on NVIDIA’s Hopper H100 chip) is already fast. But everyone knows that in just a few weeks, a new super-engine called Blackwell (B100/B200) will be available — and it is up to 4x faste...
$Super Micro Computer (SMCI.US)$guys, read how each article is written as its all about narrative and how the market makers wanna play this. Even with this one off results, the multiples are still cheap. One positive to take away, the worst is behind - delisting fears, lack of transparency, governance, inventory and margin pressure. It is in a way relief that they had to spill out this piece of news and they decided to do it sooner than later. It is a bold announcement from SMCI considering the...
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yeah! drop somemore, go ahead, I dare U!
$Super Micro Computer (SMCI.US)$ Why SMCI’s Business Update Might Be the Best Bad News While SMCI’s April update included a revenue and margin miss, there’s a strong underlying story that’s being overlooked: 1. Transparent Disclosure Reflects Governance Maturity This update was not a surprise leak. It was a Regulation Fair Disclosure (Reg FD) compliant communication, showing SMCI’s commitment to proper transparency and corporate discipline. T...
$Super Micro Computer (SMCI.US)$really strange.. no other companies release pre results a week earlier.. there must be some intention or even manipulation going on
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Flying Cow : ...
152257758 : I mean, sure, but it could also just be a stick in the wind measuring sentiment. It's less about SMCI than it is about a very nervous market facing uncertain earnings. It's also rallied somewhat from it's lows, but on very low volume, so there's a sizeable cohort waiting, and nervous hands holding stocks and looking sideways for signs of trouble.
pittuArya OP : Nervous hands or not, when a $20B server vendor causes a $55B hiccup in the AI king’s market cap, that’s not just wind ... that’s a signal. Someone just rang the Blackwell bell, and the market’s listening.