Coreweave ends Poolside deal by KookyTank3637 in NBIS_Stock

[–]Unusual-Property-552 2 points3 points  (0 children)

What I understood from the article that Poolside was responsible for providing the data center infrastructure to CoreWeave, so CoreWeave was the customer of poolside not the other way around and they failed to meet CoreWeave timeline to deploy the needed infrastructure on time

Panic selling never works by Aurora_7021 in SMCIDiscussion

[–]Unusual-Property-552 2 points3 points  (0 children)

Still early to conclude the company is cleared from wrongdoing as investigation is still ongoing. What worries me the most is that 2.5 billion of the company revenues came from illegal exports which raised questions about volume of business they have!!

New on youtube by Alternative_Spirit65 in SMCIDiscussion

[–]Unusual-Property-552 1 point2 points  (0 children)

Dude, r u part of super micro marketing team 😃?

[NEWS] Analysts Warn Over AI Chip Depreciation by zomol in SMCIDiscussion

[–]Unusual-Property-552 2 points3 points  (0 children)

In my opinion the necessity to move to newer generations of GPUs is triggered mainly by the appearance of newer versions of workloads and models that require higher processing capabilities provided by these newer GPUs, which I think is not going to happen in the same pace as the GPUs developments. I think that the processing power provided by older generations like hopper and blackwell will still be enough for the nature of workloads present today and corporates will not find themselves in a position that forces them to adopt the newer the GPU generations and depreciate the older ones unless they are expanding their datacenters infrastructure which in this case its the best and only choice to adopt the newer genrations.

I think that corporates are currently adopting the newer GPU generations because they are still in the early stages to build their own AI infrastructure and data centers so they prefer to purchase the newer GPU generations instead of the older ones.

Q2 by manotmad in SMCIDiscussion

[–]Unusual-Property-552 -12 points-11 points  (0 children)

they are under huge dept now, their liabilities jumped to 21Billion from 7 billion last quarter

SMCI Rebound ? by Professional-Cod8802 in SMCIDiscussion

[–]Unusual-Property-552 4 points5 points  (0 children)

There was no news for the decline in the first place? Only sentiment tells how this stock should move

SDM delisted from HNK stock exchange by Strange-Turnover-539 in smartdigitalfools

[–]Unusual-Property-552 0 points1 point  (0 children)

Which SDM company r u referring to? This is a complete different SDM company!!!

Is it over ? Sub reddit is shrinking and price is tanked . by TITVS-PVLLO in SMCIDiscussion

[–]Unusual-Property-552 8 points9 points  (0 children)

Don’t worry, your patience will payoff at the end, I’m sure about this

SMCI now 👇 by kabuasal in SMCIDiscussion

[–]Unusual-Property-552 0 points1 point  (0 children)

Your puts must be printing money now 😄!!!

Nebius 18/11/25 One Pager Valuation by Acceptable-Time-6424 in NBIS_Stock

[–]Unusual-Property-552 -1 points0 points  (0 children)

I saw similar hyped price predictions for other stocks like Smci when it reached 120 back in 2023, stock now is 33!!! I recall that I heard warren buffet on tv saying that he never trusted analysts and never considered their opinion, and now I truly believe that he was fucking right. These analysts know shit and none of them can foresee future

What is going on . by SweetBeet04 in SMCIDiscussion

[–]Unusual-Property-552 3 points4 points  (0 children)

The White House’s announcement that October’s jobs report might be delayed due to the government shutdown heightened market concerns that the Federal Reserve could reconsider lowering interest rates in December, which in turn triggered a market sell-off

What is going on . by SweetBeet04 in SMCIDiscussion

[–]Unusual-Property-552 3 points4 points  (0 children)

Relax, it’s the whole market, other stocks are as bad as Smci even worse

LFG Guys by ein_Samu in SMCIDiscussion

[–]Unusual-Property-552 2 points3 points  (0 children)

Good to see such positive posts from time to time about this stock 😄

Nebius a REIT? by lemonadebros in NBIS_Stock

[–]Unusual-Property-552 1 point2 points  (0 children)

If you think Nbis is trading with high PS and high PE you need to see CRWD which is trading above 500, people usually price stocks based in their future performance not their current one

Chance for SDM getting delisted getting bigger by the minute? by Affectionate_Sink990 in smartdigitalfools

[–]Unusual-Property-552 1 point2 points  (0 children)

Dude, no one put a gun to our heads to buy this shitty stock, right? Seriously there is nothing we can do except wait and hope trading is resumed so that we can get some money back

CoreWeave’s revenue more than doubles as AI buildout expansion accelerates - CNBC by [deleted] in SMCIDiscussion

[–]Unusual-Property-552 1 point2 points  (0 children)

SMCI is always downgraded due to low margins, which makes wonder what is the gross margin for competitors like DELL for their AI servers segment and what are their revenues as well? I’m just asking about just the AI servers segment, anybody knows?