BIll962 : My stock analyst said this is just the appetizer — the real feast is coming.

Mr money loser OP BIll962 : Lol my wallet hurts

Sat0shi Nakamoto : Is this all that Trump's friend bought?

BIll962 Mr money loser OP : Don't worry!

jhays : yes on my way don’t worry buying now

BIll962 : Continue holding — that’s what my financial advisor told me.

10baggerbamm OP BIll962 : 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.

BIll962 10baggerbamm OP : No need to worry too much — do you have any good stock picks to recommend?

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 OP Junius 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

151865453 : smci