Amd better put play now?...SMCI bottomed and
should rebound as this 3rd quarter
slow down in tech biz changes...
SMCI gets better pricing in this slowdown
period which helps boost margins...
Slowdown info is in the SMCI CC in the
hardly watched categories...
Chip makers hearing of potential slowing
order flow will give incentives via pricing
to keep product moving...
Server makers, especially big DLC Server
lines, are the first line of offense to see
pickups in order requests again...
Election finally in rear view mirror...
Wall Street is baskakwards to Main Street...
TSLA was way over priced before the big
price jump again Wednesday, with BYD
kicking their arse in China sales,,,and more
more competition in U.S. now...
lol, good company and has audited financials,
but buyers should be losers from here...
Buy the deal when it's real still works on
Main Street, and just takes longer on Wall
Street for the big money to load heavy and
then start promo on it again...
Tech drops are due and it is a better time
to be in a low priced loser waiting till
it starts to rebound...
No money to be made on over priced
tech plays at this time...
Charles, at SMCI, was short on info to
analysts which helps keep folks from
looking too hard at Jensen of NVDA...
Guide low with little info and big beats
can come if biz rebounds fast after the
election lull is now over...
so we watch...LJ
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