$SUPER MICRO COMPUTER INC(SMCI

I've been wondering the same thing -- IMO it is THE most important question.

If super cooling is that important to Nvidia's product working, seems dangerous for them to depend on SMCI.

Especially since Nvidia didn't mention SMCI in the conference. Makes me wonder if they will compete now.

So, while I'm still long through all this stock dilution and seeming manipulation, I want to understand this to know whether to just hold through the next year and beyond.

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Comments

following to
03-22
following to
Just hold. SMCI and Nvidia have a long working relationship. SMCI also have a patent on their liquid cooling.

they still have the advantage to work with Nvidia. Smci is still considered cheap as per stated by the analysts.

After raising the capitals they will also expand more factories to cater to the increasing needs in the future.

Be patience.
tonylim
03-22
tonylim
yes just hold. the dilution is free of interest expense. nothing to worry

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If super cooling is that important to Nvidia's product working, seems dangerous for them to depend on SMCI. Especially since Nvidia didn't mention SMCI in the conference. Makes me wonder if they will compete now. So, while I'm still long through all this stock dilution and seeming manipulation, I want to understand this to know whether to just hold through the next year and beyond.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/286776142684160","repostId":0,"isVote":1,"tweetType":1,"viewCount":879,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SMCI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":412,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":287030480486608,"commentId":"287030480486608","gmtCreate":1711098390860,"gmtModify":1711098395539,"authorId":4102257114570840,"author":{"id":4102257114570840,"idStr":"4102257114570840","authorId":4102257114570840,"name":"following to","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":286776142684160,"objectIdStr":"286776142684160","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Just hold. SMCI and Nvidia have a long working relationship. SMCI also have a patent on their liquid cooling.\nthey still have the advantage to work with&nbsp; Nvidia. Smci is still considered cheap as per stated by the analysts.\nAfter raising the capitals they will also expand more factories to cater to the increasing needs in the future. \nBe patience.","text":"Just hold. SMCI and Nvidia have a long working relationship. SMCI also have a patent on their liquid cooling.\nthey still have the advantage to work with&nbsp; Nvidia. Smci is still considered cheap as per stated by the analysts.\nAfter raising the capitals they will also expand more factories to cater to the increasing needs in the future. \nBe patience.","html":"Just hold. SMCI and Nvidia have a long working relationship. SMCI also have a patent on their liquid cooling.\nthey still have the advantage to work with&nbsp; Nvidia. Smci is still considered cheap as per stated by the analysts.\nAfter raising the capitals they will also expand more factories to cater to the increasing needs in the future. \nBe patience.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":287117274034424,"commentId":"287117274034424","gmtCreate":1711119581095,"gmtModify":1711119584584,"authorId":4131533669626532,"author":{"id":4131533669626532,"idStr":"4131533669626532","authorId":4131533669626532,"name":"tonylim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":286776142684160,"objectIdStr":"286776142684160","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"yes just hold. the dilution is free of interest expense. nothing to worry","text":"yes just hold. the dilution is free of interest expense. nothing to worry","html":"yes just hold. the dilution is free of interest expense. nothing to worry","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/286776142684160"}