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valuemind

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valuemind

Re: researcher59 post# 110856

Thursday, 02/15/2024 9:50:32 AM

Thursday, February 15, 2024 9:50:32 AM

Post# of 116087
reseasrch59, does my following thinking have fraud?
One reason why I bought SMCI two months ago: I like NVDA so much but worry NVDA may face competition from AMD and INTC. SMCI does business with all of these three, and whoever wins, SMCI would benefit. So I believe SMCI has lower risk than NVDA, AMD and INTC, but it is more undervalued than them.
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