aljjk
05-23

$SUPER MICRO COMPUTER INC(SMCI)$ Turn red anytime . Should sell and get away 

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Comments

  • Benchen997
    05-23
    Benchen997

    是不是nv不和smci合作了,主力知道内幕消息

    • aljjk
      不是 只是现在独大的公司每个都跑进来参一脚 搞科技很烧钱 SMCI又没有护城河 竞争变得越来越激烈 还有一个风险就是AMD intel NV不供应给SMCI 就一切都完蛋了
  • aljjk
    05-23
    aljjk
    看走势就大概知道了
    AMAT Lam research的都是在接近新高了
    巨头好像google microsoft nvidia都是越来越强ARM AMD intel的图表千里都不及
  • aljjk
    05-23
    aljjk
    margin低因为没有独特的技术 都是和Intel amd nvidia购买再附加cooling function 现在dell直接和nvida合作而且直接具备cooling function 竞争太激烈了 很大几率被挤下来
  • 代码污染
    05-23
    代码污染
    我就觉得有诈....今天很不给力
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