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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.