The concept is not wrong, but the main reason why SMCI is in shambles today has something to do with data integrity, and it's showing up when the auditors from the big 4 quitted on them. So that itself is something I am truly fearful of. Unless the management can do something that brings back the confidence of their financial statements, the suspicion will always linger.

Trump might raise taxes and tariffs or impose export restrictions that can have some undesired effects on Nvidia, but I guess that's likely short term and shouldn't affect the business fundamentally. Mega corporations like Nvidia will always have BCPs and other backups in place for different scenarios. But then again, we are talking about Trump here, and he's been known to pull stunts and surprises that nobody expects. So the next 4 years will be full of surprises (hopefully more pleasant ones than bad ones). Hence regardless, it's always important to invest in strong companies with good management team that has proven to produce results regardless of market conditions. Then any pull backs will be opportunities to get more shares at discounts.

Well, palantir's stock price shot past almost all analysts' estimates, and is still projected to go further in the background of AI growth. Keep it going!

I'm very sure I'm not going to invest in this company, but I think it is still tradeable. How about I buy a far out of the money put? Coz each time something like that is reported, the stock crashes big time. I might just have a chance at winning this "lottery ticket" if I pick the right put option.

There're some integrity issues here that needs to be addressed from the core of the business before anyone will be willing to put in their hard-earned money into the company. Now I really wonder how much of what they've revealed about the financial condition of the company is real, and how much is bogus. I'd stay away until things are clearer.

Can someone explain what it means by "yield was law due to design flaw" He's not rapping to the rhyme is he?

Well, let's see if Amazon can break the $200 barrier this time round. Else everything is just empty talk.

It's a partly speculative play for Palantir, partly a good investment, so do exercise caution, especially during times of euphoria when everyone rushes in a fit of madness to buy.

I'm sure this analyst is buying amazon behind the scenes. I'm sure amazon will prove all these nonsensical news wrong in no time.

Buy all their shares then. Google, Microsoft, Amazon, Facebook etc. Let them fight it out. Regardless of who win, you'll win if u own their stock.

If can't decide which to buy, just buy both, coz they're bullish on both anyway, yeah?

Pardon me for being blunt, but $100M seemed like spare change for any of the big players in the semi on industry. Was there a typo perhaps? Like maybe it's supposed to be $100 billion perhaps?

All these companies that are at the forefront of the AI revolution are now at rock bottom prices. I would think it's a great time to go in and take up positions, albeit do it in tranches to average out the risks involved. All these are mad money making machines that are temporary hitting small roadblocks only.

Let the market flush out the weak hands this time round, and this is a golden opportunity for value investors to load up on this Stock.

For baba to grow, china's economy need to swing out of the gloom it's in now. I guess a strong momentum is needed to set things moving upwards. Until then, there's little to fuel the upward charge of baba.

Short term wise, share prices are affected by emotions and nothing is rational. Let's see how this company fairs in the months to come.

Keep selling and taking profits. That's how I'm going to get top quality stocks at a good discount. Go on, just keep heading down :)

Let's see if Nvidia can x10 by next year this time, and then x10 in another year. By then that'd mean that a $10,000 investment in Nvidia would turn into 1 million bucks in less than 3 years. Would that be possible, or would that just be my wishful thinking? Time will tell, and it pays to be hopeful.