This is the classic case of "I already gave u all everything u guys expected, what more do u want?" Sayang la if that's the case, it just goes to show how dependent we all are on news and strange expectations.
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.
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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.
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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.
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.
Just take the pull backs as opportunities to buy top quality stocks at discounts. Not much chance to do that when the market already picked up pace and shot up.