美国MITBBS

3 Reasons Super Micro Computer Will Split Its Stock After NVIDIA
https://247wallst.com/investing/2024/05 ... er-nvidia/

Why Super Micro Computer Stock is a Buy After Nvidia’s Earnings Report

https://www.theglobeandmail.com/investi ... gs-report/

Super Micro Computer Stock: The AI Revolution’s Best-Kept Secret Could Soar 23%
https://investorplace.com/2024/05/super ... d-soar-23/

400,000 shares borrowed to short were just covered. 400,000 more shares left to buy back according to the ONE brokerage reporting here:
https://chartexchange.com/symbol/nasdaq ... orrow-fee/

If Dell's earnings report (ER) is very good, it could positively impact Super Micro Computer, Inc. (SMCI)
for several reasons:

Sector Boost: A strong earnings report from Dell, a major player in the computer hardware and enterprise solutions sector, could indicate overall health and growth in the industry. This positive sentiment can boost investor confidence in related companies, including SMCI.

Shared Partnerships: Both Dell and SMCI have partnerships with NVIDIA (nvda). Good results for Dell may imply strong demand for NVIDIA's products, which could also benefit SMCI, especially if they utilize NVIDIA technology in their own products.

Market Perception: Investors often see strong performance in one company as a signal that similar companies might also perform well. Therefore, positive results for Dell could lead to increased buying interest in SMCI stock as investors look for other opportunities within the same sector.

Competitive Analysis: Good performance by Dell could also suggest that SMCI, as a competitor, might be experiencing similar market conditions. This can lead to positive speculation about SMCI's own performance.

redbeanus 写了： ↑29 5月 2024, 17:23

If Dell's earnings report (ER) is very good, it could positively impact Super Micro Computer, Inc. (SMCI)
for several reasons:

Sector Boost: A strong earnings report from Dell, a major player in the computer hardware and enterprise solutions sector, could indicate overall health and growth in the industry. This positive sentiment can boost investor confidence in related companies, including SMCI.

Shared Partnerships: Both Dell and SMCI have partnerships with NVIDIA (nvda). Good results for Dell may imply strong demand for NVIDIA's products, which could also benefit SMCI, especially if they utilize NVIDIA technology in their own products.

Market Perception: Investors often see strong performance in one company as a signal that similar companies might also perform well. Therefore, positive results for Dell could lead to increased buying interest in SMCI stock as investors look for other opportunities within the same sector.

Competitive Analysis: Good performance by Dell could also suggest that SMCI, as a competitor, might be experiencing similar market conditions. This can lead to positive speculation about SMCI's own performance.

看朱老师的分析，Dell 是在挖墙脚啊

MSCI的指数本周末将进行重新调整。全球追踪MSCI指数的基金需要同步调整他们的持股结构，以匹配新的指数成分。这种调整通常会导致大量的买入或卖出行为，推动相关股票的价格变动。

redbeanus 写了： ↑31 5月 2024, 22:06

MSCI的指数本周末将进行重新调整。全球追踪MSCI指数的基金需要同步调整他们的持股结构，以匹配新的指数成分。这种调整通常会导致大量的买入或卖出行为，推动相关股票的价格变动。

Super Micro joined S&P500 in … March. Time flies.