SMCI Stock Crash ... Buy Now? | Nvidia Earnings | Intel Foundry Sell Off? | Semiconductor Stock Show

Welcome to the Semi Stock Show! Where I cover the semiconductor industry each week. #NVDA #nvdastock #INTC

Intro: 0:00
NVDA Earnings: 2:25
SMCI Stock Crash Analysis: 13:58
Dell Earnings: 30:32
Intel News: 35:35
SOXX Technical Analysis 42:04
SMH Technical Analysis 42:57
NVDA Technical Analysis 43:17
AMD Technical Analysis 44:51
AVGO Technical Analysis 45:20
INTC Technical Analysis 46:15
QCOM Technical Analysis 47:16
TSM Technical Analysis 47:41
ASML Technical Analysis 47:54
NXPI Technical Analysis 48:10
ARM Technical Analysis 48:29
SMCI Technical Analysis 49:00
DELL Technical Analysis 50:34
MU Technical Analysis 51:17
LRCX Technical Analysis 51:50
AMAT Technical Analysis 52:51
Outro 53:26

[Reese-Alex]

Colin with another strong video! SMCI got put in a body bag!

[geolykos]

Appreciate you on warning us about SMCI long time ago!
I did buy some at 410 this week which I sold at 440 the same day as it’s not worth the gamble.

[MichaelKuchar]

Former 25 year Dell field sales engineer here. I sold gear to data centers aka servers/storage and networking. When I was there, we never feared SuperMicro because even though they kicked our butt getting new technology out faster, most fortune 500 companies needed consistency and product roadmaps that were locked down. Dell is ready for Blackwell. They have backlog and that will result in good earnings. Plus, with all the WFRs they are stream lining their business internally. Only time will tell of course on the stock price.

[Cordycep]

US govt is short sighted with jsut $8 billion for intel, how do you think the Samsung, Hynix, TMSC became the top foundry, it all their govt supports & subsidies because the their govt want them to be no#1. Every single govt in Southeast Asia is in spending huge sum to try to attract investment in foundry. US companies like to split, dice, layoff, reverse SPAC to enrich management and shareholders that is why there is no Motorola or Lucent to make 5G equipments. Well china is no#1 in 5G thanks to govt support, now they more likely beat everyone in 6G with govt support.

[Drizzydid]

I feel it's exactly what you said somewhat quickly in passing regarding blackwell with respect to NVDA where revenue estimates will consolidate to a tighter range once we see the Q4 earnings of Blackwell. I feel the large variance in estimates is because we haven't seen a full quarter with blackwell sales to account for yet but everyone knows that is coming soon and like you said Q3 won't give a full picture but Q4 will...then probably revisions will happen again and tighten up all those spreads...it's what I think.

[Albannas]

Could watch your videos for hours, thx man 😊 would be interesting to see analysis on some other stocks like pltr, adobe, now, intu, maybe some cybersecurity stocks

[jvw]

Colin, all I can say is Thank You. Thank You. Thank You. Fantastic information!

[gvd-lo]

Very strong video indeed. Was AMD aware of this all when they planned their acquisition? Looks like a very strong move now.

[LIWHYEJANE]

That’s why I never missed your videos… very informative & support with data… ❤❤❤

[rightangletriangle]

Intel's problem is they have massive expansion without the proven technology to compete with TSMC. For foundry customers only pay top dollar for the higher nodes with decent yields. Owned Intel years ago and finally sold out due to numerous delays in their technology roadmap. I lost confidence in their management.

[spicybbqtasty]

Just discovered your channel, i like what I'm hearing! I just bought intel last week, should i just sell it all and donate it to charity haha.

[KH-vpni]

So is NVDA Donna hit 108 before it goes up?

[Drizzydid]

I also wanted to come back to say your SMCI segment felt like watching a segment of suits or mad men how you broke it down so precisely. Maybe you should study for the bar on top of the series 65! And we gotta have a moment of silence for our friend who said he put what was it 700k of his mother or grandmother's inheritance all in to SMCI or something you reposted before...yikes yikes yikes.

[jbegic]

LOL... $150 trash that you mentioned might become true. After the stock splitting 10 to 1, it will gain the value down the line and eventually, it will become $150... Good call on price aside from calling it trash 🙂

[realsmt]

SMCI once traded nearly 1200 for the share & had negatice revenue? 🤣
Seems like they are embezzling money. Why should they even be valued at $150? At this point they are uninvestable.
NVDA trades for $120? They produce $30 bn + actual quarterly revenue????
Wtf is happening right now in the world 😂

[augustoliver]

The U.S. needs intel to succeed in building its own chips for military and governmental strategic purposes.

[cesarordaz]

The longer these videos are the better

[darrenhere]

"CEO Charles Liang issued a letter to customers and partners in which he called the Hindenburg Research report “misleading.” He also said that the delayed filing with the Securities and Exchange Commission won’t have “any material changes in our fourth quarter or fiscal year 2024 financial results.” -well here you go.... its all settled now !!!! 🤣😂

[elimarcos]

We love what your doing thank you for the

[MaiNguyen-ulhv]

Hello Colin. Greetings from Taormina, Sicily. Always enjoyed your videos. ❤ Recommended your channels to a young couple from Berlin. 😂 Traveling is almost over. Back to CA soon.