10/30/24 :: VROCKSTAR :: 
SMCI
Quick comment on mkt implications
- trick, no treat for smci
so here's the treat ex. scmi...
- an nvda top 5 customer has implications for nvda that probably keep it in a short-term holding period (upside "capped" vs. other mag 7 that report e.g. meta and msft - beats - tonight)
- there is SO much demand for nvda chips that even if a top 5 drops out, u guys realize msft, meta, amzn, googl, elon... will take 100% of that demand
- so what happens here is that the mkt will probably "overly" reward a meta or msft beat bc the flows/ implications of index higher rotate less incrementally to nvda and chips (even tho you should be buying tsm, avgo as well as nvda)... and to the mega/ googl/ msft complex. this means index higher.
thought it's important to mention.
V
SMCIQuick comment on mkt implications
- trick, no treat for smci
so here's the treat ex. scmi...
- an nvda top 5 customer has implications for nvda that probably keep it in a short-term holding period (upside "capped" vs. other mag 7 that report e.g. meta and msft - beats - tonight)
- there is SO much demand for nvda chips that even if a top 5 drops out, u guys realize msft, meta, amzn, googl, elon... will take 100% of that demand
- so what happens here is that the mkt will probably "overly" reward a meta or msft beat bc the flows/ implications of index higher rotate less incrementally to nvda and chips (even tho you should be buying tsm, avgo as well as nvda)... and to the mega/ googl/ msft complex. this means index higher.
thought it's important to mention.
V
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.