On 8/26/2024 at 2:48 PM, csrcsr said:

Smci broadcomm kodiga padayi evaru aina gelukutunara??

Super Micro tumbles after company says it will not file 10-K on time

44 minutes ago, AndhraneedSCS said:

Super Micro tumbles after company says it will not file 10-K on time

Yaa chusa jara ayinte sachipodunu @Konebhar6 anna vammo

1 hour ago, LadiesTailor said:

300b swing anta anna.. all eyes on nvda 

Smci chusava anna

1 hour ago, LadiesTailor said:

300b swing anta anna.. all eyes on nvda 

Yaa adi just nvidea if it falls close to trillion will be wiped away

Just now, csrcsr said:

Yaa adi just nvidea if it falls close to trillion will be wiped away

Nvda prediction endanna?

1 minute ago, megadheera said:

Nvda prediction endanna?

Naa stayi endi anna naaku emi telusu 

Results forecast anni baguntayi ani guess

But the hype they are giving is too much anipistundi 

The problem is entire ai eco system is dependent on that (it's just a gpu) at least as of now until competition comes

So more than nvidea going up or down it wi ll show the reality of ai hype so all stocks around that eco system kuda pithayi

17 minutes ago, csrcsr said:

Yaa chusa jara ayinte sachipodunu @Konebhar6 anna vammo

Serial offender. They should stop these accounting frauds. The fact that they delayed results shows Hindenburg was correct. 
Tough days ahead for them.

20 minutes ago, csrcsr said:

Smci chusava anna

Ledanna Dani meeda enne bettings ooo

SMCI konacha , konte pothana

2weeks profits anni 3days lo tisukunaru ame market emo

pure gambling ayipoyendi oka 2-3 years nundi

1 hour ago, csrcsr said:

Naa stayi endi anna naaku emi telusu 

Results forecast anni baguntayi ani guess

But the hype they are giving is too much anipistundi 

The problem is entire ai eco system is dependent on that (it's just a gpu) at least as of now until competition comes

So more than nvidea going up or down it wi ll show the reality of ai hype so all stocks around that eco system kuda pithayi

NVIDIA will not have any demand/margin issues for rest of the year ani vinnanu But Blackwell delay valla impact undavachu definite ga. Maybe they will beat and won't raise?

31 minutes ago, AndhraneedSCS said:

NVIDIA will not have any demand/margin issues for rest of the year ani vinnanu But Blackwell delay valla impact undavachu definite ga. Maybe they will beat and won't raise?

Yaa anna mixed opinions unayi Blackwell delay is by quarter but for customers there is no equivalent chip and they have huge pending orders piling up I think Jansen is going to confirm the impact today

Some say it's saturated no more demand 

So it's mixed let's see 4 more hours lo mottam hype endo reality endo atdam aitadi

Just now, csrcsr said:

Yaa anna mixed opinions unayi Blackwell delay is by quarter but for customers there is no equivalent chip and they have huge pending orders piling up I think Jansen is going to confirm the impact today

Some say it's saturated no more demand 

So it's mixed let's see 4 more hours lo mottam hype endo reality endo atdam aitadi

Anna veti joliki vellaku please 🥺 world war 3 starting nature kopam don't invest adedho India land medha pettu

1 hour ago, ChicagoChinnodu said:

SMCI konacha , konte pothana

Hindenburg is known for finding these accounting frauds. The fact that SMCI is delaying results now confirms they were correct. SMCI has done these frauds before and were fined. They delayed results before as well. 

Really bad corporate governance. Price looks tempting, but the shorts are not done yet. Also with NVDA results tomorrow, if it goes side ways, SMCI will see rock bottom. 

Thoughts on affirm tommorow earning