Hedge funds afraid to short SMCI stock, so they are shorting this one: Mizuho

Investing.com05-20

According to analysts at Mizuho, hedge funds are increasingly turning their attention to one technology stock as a target for short-selling, driven by skepticism around its recent stock performance ...

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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHedge funds afraid to short SMCI stock, so they are shorting this one: Mizuho\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-20 18:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/hedge-funds-afraid-short-smci-102454499.html><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>According to analysts at Mizuho, hedge funds are increasingly turning their attention to one technology stock as a target for short-selling, driven by skepticism around its recent stock performance ...</p>\n\n<a href=\"https://finance.yahoo.com/news/hedge-funds-afraid-short-smci-102454499.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1989764664.SGD","symbol_name":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","start_time":0,"source_url":"https://finance.yahoo.com/news/hedge-funds-afraid-short-smci-102454499.html","article_id":"2436104192","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2436104192","pubTimestamp":1716200694,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Mizuho desk analysts said Dell Technologies  has become one of the most debated stocks in the tech sector, primarily due to its purported growth from AI servers.Despite a 26% risein May, largely attributed to a short squeeze, Mizuho says that many hedge funds view this surge with suspicion, labeling Dell as an \"AI faker.\". The analysts explain that these funds are hesitant to short SMCI, which is seen as a more robust player in the AI server market.Instead, they are focusingon Dell, questioning the sustainability and profitability of its AI-related growth. Analysts argue that Dell's AI server demand could be dilutive to its gross margins, casting doubt on its long-term viability.\"The hate across most HFs I speak with is high and at or above that for AMD ,\" revealed Mizuho. \"Most think the current 20x P/E is atotaljoke/sham for a hardware company growingmid singles on the top line with GMs low 20s and at risk from dilutive AI server sales.\". Currently, only 2.6% of Dell's float is short","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4535":"淡马锡持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4588":"碎股","LU0109392836.USD":"富兰克林科技股A","BK4141":"半导体产品","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","DELL":"戴尔","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4207":"综合性银行","BK4573":"虚拟现实","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4512":"苹果概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4170":"电脑硬件、储存设备及电脑周边","BK4529":"IDC概念","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4554":"元宇宙及AR概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","AMD":"美国超微公司","BK4534":"瑞士信贷持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","MFG":"瑞穗金融","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4566":"资本集团","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC"},"translate_title":"对冲基金不敢做空SMCI的股票，所以他们做空了这家：瑞穗","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MFG":1,"AMD":1,"DELL":0.9},"content_text":"According to analysts at Mizuho, hedge funds are increasingly turning their attention to one technology stock as a target for short-selling, driven by skepticism around its recent stock performance and growth projections. \nMizuho desk analysts said Dell Technologies (NYSE:DELL) has become one of the most debated stocks in the tech sector, primarily due to its purported growth from AI servers. \nDespite a 26% rise in May, largely attributed to a short squeeze, Mizuho says that many hedge funds view this surge with suspicion, labeling Dell as an \"AI faker.\"\nThe analysts explain that these funds are hesitant to short SMCI, which is seen as a more robust player in the AI server market. \nInstead, they are focusing on Dell, questioning the sustainability and profitability of its AI-related growth. Analysts argue that Dell's AI server demand could be dilutive to its gross margins, casting doubt on its long-term viability.\n\"The hate across most HFs I speak with is high and at or above that for AMD (NASDAQ:AMD),\" revealed Mizuho. \"Most think the current 20x P/E is a total joke/sham for a hardware company growing mid singles (at best) on the top line with GMs low 20s and at risk from dilutive AI server sales.\"\nCurrently, only 2.6% of Dell's float is short, but the sentiment among hedge funds is overwhelmingly negative.\n\"As a DELL bull since last earnings print, I am worried that quarter/guide could be a 'sell the news' as [the] stock run has raised buyside expectations a lot in just the past 2-3 weeks,\" added Mizuho. As a result, Mizuho feels a lot of the quarter and positive Dell World commentary will likely be baked into the stock.\nRelated Articles\nHedge funds afraid to short SMCI stock, so they are shorting this one: Mizuho\nWall Street bets on stellar quarterly results from Nvidia\nCalPERS to vote against Exxon board members","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.0","shortVersion":"4.24.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2436104192"}