AfraSimon
04-25

$SUPER MICRO COMPUTER INC(SMCI)$ $Meta Platforms, Inc.(META)$ , and presumably $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ and others, increased Capex spending in Q2 and for the next few quarters bodies well for $NVIDIA Corp(NVDA)$, SMCI. The knee jerk sell-off in NVDA and SMCI in reaction to slight Q2 revenue guidance from META is a buying opportunity.

At this price—after 25% drop—a hypothetical bad ER is already priced in. For a good ER we are looking at going up by $500.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（1）

  • Top
  • Latest