I am interested in what this group thinks will happen
Miss estimate slightly EDIT: I was wrong
It was a hell of a ride though. Every time I think ‘this can’t keep going’, it keeps going. SMCI has been wild.
No doubt. I’m not in any of them right now, and I won’t be chasing it at this point. Seems much too frothy
Aren’t they having major issues delivering on their AI comitments? I’ll have to do some googling but I thought I read that they werent meeting target delivery schedules and going so far as punishing any customers they found out were using competing AI services to fill the gap waiting on Nvidia to deliver.
I feel like shit like that burries companies on erning reports way more than the market usually expects.
In my experience not delivering on target schedules is just another thursday in any industry but when a company responds pissy like Nvidia may have done, its a tough metric to measure despite the customers getting shit on will NEVER commit to another substantial purchasing agreement with the pissy company ever again.
Guna tries to find sources and will follow up with what I can find or to redact everything I wrote for making it all up lol and take the angry mod chasing me out of town.
Edit: Oh shit. That did not take long at all. What a shithead company. I knew they had reason when they start3d acting like little cunts for their GPU’s getting scalped and used for mining during covid but now this is turning into a trend.
https://www.windowscentral.com/hardware/former-amd-boss-brands-nvidia-the-gpu-cartel
https://seekingalpha.com/article/4673411-nvidia-some-caution-warranted-rating-downgrade
You combine alienating the customer base they are investing, I assume, the most amount of operwting cost and investment into with an outrageously inflated market value and I imabout to go around my neighborhood epsteining kids for cash to dump into Nvidia puts. That’s coming from someone who forgot for 2 years now, my Webull password lol
