Replies to post #15479 on Viewer's Choice

[littlejohn]

NVDA way overvalued if SMCI can't sell there

products due to not filing impairing

their biz production...

Losing SMCI production capacity would

immediately lower NVDA revenue...

There is no other production available

to make up the shortfall now if SMCI

can't buy NVDA chips to resell in their

products...

It could end up a big mess,,,

but hopefully the situation at SMCI

gets resolved...

SMCI also buys chips from AMD and

INTC to put in their products...

Tech world acts like there is nothing to

worry about with the SMCI filing delay...


so we watch...LJ