Replies to post #14461 on Viewer's Choice

[littlejohn]

SMCI raised revenue guidance after stellar EPS

growth was produced for the quarter...

https://stocktwits.com/Stockmarketnerd/message/571370486

Profit taking off the price rises

seems to leave a vacuum on buying

for a short period at times...

So we watch...LJ

[littlejohn]

SMCI trails NVDA by over 10 forward p/e

on price now...

That is a pretty good knock down on

a company in a growth sector needed

to get Ai chips more in play...

and SMCI is in loop if AMD captures

more market share from NVDA...

chicken before egg thingy again...

so we watch...LJ