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Super Micro Computer (SMCI) or Nvidia (NVDA)? Which
Super Micro Computer (SMCI) or Nvidia (NVDA)? Which Would YOU Buy? One Will 3X the Other in 2024
#Super #Micro #Computer #SMCI #Nvidia #NVDA
“Money Morning”
The video discusses the comparison between buying shares of Nvidia and Super Micro Computer Inc. based on fundamentals, technicals, and sentiment analysis, concluding that Super Micro Computer Inc. is the preferable option due to positive sentiment and potential for growth. Price targets and…
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SMCI
If NVDA traded above 1100, will SMCI stock split?
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SMCI
SMCI
SMCI went down significantly around April 18, March 18, February 18. It bounced back up significantly right after the first drops, this time shouldn't be different, except for the fact this time happened in April that was an overall down trend (fed woes plusk buyback Blackout season). Though right now we might be coming out of the spell correction and SMCI should shoot up significantly.
Seriously, look at its price history around the dates i mentioned , how fast it can go up or down by 200 to 300 usd.
Long Term Nvidia. For swing Trading, SMCI.
Both are go but add ALAB and AVGO, ALAB is a sleep giant like SMCI at $58. The trading low 60 to 67 and pending on its earning.
I have 200 shares of NVIDIA I bought last summer. My cost basis was 480. It dropped to 410 and languished until Christmas then the earnings explosion in February. I'm up just over 400 at close today. I'm holding for now. If earnings are strong on May 22, it should hit analysts' predictions which are 1100-1200. From there who knows………..
SMCI bottleneck in revenue because of chip shortage from Intel and AMD…not necessarily from NVDA
The Q3 revenue miss was around 3%. How does 3% miss on revenue drive a 20% pullback in SP? Who decides it should pullback 20% in a single day? Why does SMCI management guide so high and risk a miss? If revenue guidance for Q4 were to be $300 billion, and they report $400 billion everyone would be happier, and the market analysts could go F themselves.
NVDA has a bigger moat. Dell can come in and eat SMCI's lunch. The build out cycle will ultimately end both runs.
Clearly NVIDIA will be the winner. SMCI builds systems based on AI chips from NVIDIA. Dell can build those same systems. Without NVIDIA there are no systems (chasis) to build.
I bought SMCI; wife bought NVDA. Bit of both stocks are in the family portfolio!
I would buy NVDA, because without Nvidia, SMCI just couldn't perform ultimately. But Nvidia could still survive beautifully without SMCI. But I do totally agree with you what you said about SMCI. Great and detail analysis, really love it.
Describing supermicro as a company that makes the chassis is not a proper description. Yes they make some server housings but that's not their bread and butter. They're reliable main boards are there number one product. Nvidia's AI engine, so to speak, is basically a graphics card With a specialized controller chip on board to enhance the algorithms of certain portions of the AI software. The card still requires a main board with its own CPU in order to function.
From what I hear Intel is starting to make CPUs with AI algorithm Handling built-in. I think Nvidia's bigger thing is not the hardware but the software to work with the hardware.
If I am understanding this wrong please enlighten me with details.
I would buy super micro. Reasons;
1. They are one of the number one server board manufactures that supports more than one physical CPU.
2. Their main boards Support astronomical amount of ram.
3. In working in the industry they are extensively used in Data centers.
4. I worked in a company building high-performance Computer centers that settle on super micro force performance and reliability.
5. They make system boards for AMD CPUs and Intel CPUs.
6. Nvidia still needs a system board in order for it to work and we coupled Nvidia with supermicro when necessary.
7. We stopped using Nvidia for processing power because it Did not improve the systems we were building.
I own both NVDA and SMCI and done well. SMCI had its correction and do not think it is going back to 700, but it could as a sympathy trade if NVDA misses on May 22. Both highly volatile stocks. Best to buy leaps and not calls on these. Another less known company is VRT. Both SMCI and VRT are AI driven revenue and like SMCI, VRT is in liquid cooling for data centers. Impressive performance. Bought a position in VRT recently and I think VRT goes higher in the future. Listened to the conference call and was very impressed.
eventually you said nothing on DELL…
Nvidia
SMCI
what if you already went ALL IN on SMCI at 1100$ around march would you bridge or rope ?
I already have both . Lost lots $ in April.
Smci
Great analysis.
Before the video even starts I can say I bought smci.