Super Micro Is Coming Up Too Short
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Super Micro Computer, Inc. (SMCI) is facing disappointing server sales, attributed to the delay of a new Nvidia chip. This has affected management's credibility.
November 06, 2024 | 3:45 pm
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Super Micro Computer, Inc. is experiencing disappointing server sales due to a delay in the release of a new Nvidia chip, which has also affected management's credibility.
The delay in Nvidia's new chip has directly impacted SMCI's server sales, a core part of their business. This has led to a loss of confidence in management, likely causing short-term negative pressure on the stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90