$SUPER MICRO COMPUTER INC(SMCI)$ What has changed? The company is still raking huge deals in a blooming industry which no mega tech will pull the AI plug in coming years. Worried about subsiding of AI fever? Seriously? With many deceloped countries and tech firms still investing significantly to establish the baseline of AI capability like Tiger's trend predictions, I don't get it how some Analysts can claimed that the AI bubble is going to burst. Soon enough, we may not see so many of them with advancement of tools such as Chatgpt.
I'm bullish with AI akin to how we saw the development of 3G mobile network to current 5G. It's here to stay and its use will span across industries and mainly into our daily lives.
Stay convicted my fellow investors. Weather the storm to partake in this moment of changing history of tech.
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SMCI has no innovation. There is no real product there except for their cooling systems, and those are not worth paying the premium for. SMCI is doomed
It doesn't have much advantage once Dell and HP jump into the same market. Bye SMCI!!
Buy NVDA. Sell your SMCI shares before they go back to 300$.
Will end red today. Slowly fading to sub 500
The worst company in AI sector.