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Super Micro Computer (SMCI US)
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35
Analysis
Information Technology
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United States
Super Micro Computer, Inc. designs, develops, manufactures and sells server solutions based on modular and open-standard x86 architecture. The Company's products include servers, motherboards, chassis, and accessories.
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bullish
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Box Inc Class A
•
02 Mar 2024 12:32
S&P500 Index Rebalance: SPCY Additions & Large Impact
There are bunch of adds, deletes and migrations for the SnP 500/400/600 indices in March. The largest inflows are on the SP500 adds but the largest...
Brian Freitas
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587 Views
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bullish
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Workday Inc Class A
•
22 Feb 2024 19:09
Quiddity Leaderboard S&P 500 Mar 24: Big Index Flows Possible for Workday and KKR
A new Quiddity Leaderboard for S&P500 Index Rebal predictions. We like Workday against a basket of peers, based on our expectation of US$6bn+ net...
Travis Lundy
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508 Views
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bullish
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Taiwan Semiconductor (TSMC)
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29 Jan 2024 09:41
TSMC, SMCI, Texas Instruments, AWE, ASML, and LRCX
Its the first week of earnings, and it's already a busy one. TSMC started this season’s earnings with a strong result. Shares rallied immensely on...
Fabricated Knowledge
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253 Views
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bearish
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Taiwan Semiconductor (TSMC) - ADR
•
18 Oct 2023 09:46
U.S. Expands China Chip Restrictions: Taiwan AI Names Most at Risk of Pullback
Intel and AMD chips likely also impacted, as well as equipment from ASML, Lam, Applied Materials, Tokyo Electron and others. Rather than sell...
Vincent Fernando, CFA
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451 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
23 Aug 2023 12:26
Taiwan Tech Weekly: Key Supply Chain Names to Watch for Nvidia's Earnings Today
Also -- TSMC has maintained its full-year revenue guidance and Hon Hai is said to produce over 50% of Nvidia's AI hardware.
Vincent Fernando, CFA
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1k Views
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