10baggerbamm
OPBIll962
:
super micro is fucked to put a bluntly they took the whole sector now that's why Nvidia is down after hours because they have an abundance of inventory that didn't sell which guess what doesn't bode too well for NVIDIA and by the way super micro has no tariff risk and they're guiding lower.
Junius Falcon
:
In long term we look at quarters and earnings. The P/E is killed since March, look how guidance and EPS go. It was estimated strong growth for years, the diper still has room to absorb all the shit on the bed
10baggerbamm
OPJunius Falcon
:
price to earnings is irrelevant it means nothing Nvidia lost 14% of topline total revenue they took a 5.5 billion dollar loss that's a charge against net earnings. Jensen will guide lower he has to he lost 14% of his business he can't offset it because Blackwell is pre-sold out so he can't manufacture chips out of his ass therefore they will guide lower and when he guides lower the stock will get down because it's the first time in years that they've missed earnings and are guiding lower
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NVIDIA Stock Discussion
smci earnings ? $Super Micro Computer (SMCI.US)$
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