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Supermicro’s stock price is down 30% today, wow. This was one of the big AI boosted stocks just earlier this year as I recall.
by blackeyeblitzar 2y ago
Supermicro’s stock price is down 30% today, wow. This was one of the big AI boosted stocks just earlier this year as I recall.
- hodder 2y agoAlso important, they represent 30% of future blackwell orders and are 11% of NVDA revenue. Im surprised NVDA is barely down today, but a) AMD lag is proving NVDA competitive advantage, b) allocations to SCMI would certainly find backup customers.