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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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Cross Asset Strategy
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27 Feb 2024 09:15
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Podcast
How the Rise of 'Pod Shops' Is Reshaping the Way Markets Trade
Krishna Kumar, founder of Goose Hollow Capital, will discuss the impact of multistrategy hedge funds on the market, which have seen significant...
Odd Lots
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267 Views
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bullish
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Thematic (Sector/Industry)
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26 Feb 2024 11:46
AI-Driven Semiconductor Rally Leaves Small-Cap Chipmakers Behind
Chipmakers and chip-making tool providers are set to continue benefitting from the surge in demand that has rallied the equity prices for the...
Criat
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227 Views
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bearish
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Thematic (Sector/Industry)
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18 Dec 2023 05:30
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Syndicated
Weekly Stock Bullfinder - Week of 12/18
Looking back, March 2023 presented a significant “wobble” to the U.S. Federal Reserve’s monetary policy tightening campaign as the sudden bank...
Weekly Stock Bull Finder
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303 Views
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bullish
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Thematic (Sector/Industry)
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23 Nov 2023 20:40
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Broker
Technology (Hardware/Semi) - 23 Nov 2023
Nvidia released FY3Q24 results with quarterly revenue at US$18.1bn, up 34% QoQ and 206% YoY. GPM was 74.0%, up 3.9ppts QoQ. Net profit was...
CMB International
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339 Views
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bullish
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NVIDIA Corp
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17 Oct 2023 18:55
Taiwan AI Stock Shorts Vs. Nvidia: Nvidia Outperforms, Maintain Taiwan Short Basket
The Taiwan AI Short Basket underperformed Nvidia, the Taiwan TWSE Index, and our universe of Taiwan AI plays. We expect Nvidia revenue to grow at a...
Vincent Fernando, CFA
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