Will Nvidia Cut Ties with Super Micro Computer? | Super Micro Stock Analysis | SMCI Stock Update

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Super Micro stock investors are concerned that the company will lose its coveted status as an Nvidia partner.

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Financial ambiguity aside, SMCI still produces the best chip rack & cooling systems for the NVDA chips. SMCI systems will be bought by the purchasers of the Blackwell system because there really isn't an alternative. Something will be worked out because it has to be worked out, and I predict SMCI will get back to financial stability soon.

rayspencer
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The lack of transparency and refusal to answer questions is such a red flag.

peterfischetti
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if NVIDIA bought SMCI it would skyrocket and the competition would have more problems. If NVIDIA bought the company SMCI, the stock of SMCI would soar within a week + 130Usd/stock

filipification
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No matter what they say and promice, when your accounting firm resigns, it's a giant red flag. It takes more than promises to make me trust anything in that company again

Sgt_Hest
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Parkev, as always good analysis! Thank you!!

buvanim
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I will buy around 1000 shares as a gamble, if Nvidia earnings do well i am sure this SMCI will pump. Taking some calculated risk with this stock might pay for my next holiday. Time will tell.

rajshetty
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Hi Parkev, I have just bought your book and I am looking forward to reading it and hopefully learn more about how to judge when I should buy and sell stocks. And thanks for all your videos.. It would be nice if you could include Microstrategy A, Eli Lilly and Novo Nordisk.

SteenbergOldies
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Even with previous negative cashflows, SMCI is still confident in continuing their operations if their future account receivables is substantial enough and it still has support from its banks such as Cathay Bank.

rree
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Sometimes growing too fast is as difficult to manage as growing too slow.

timmoore
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SMCI management is probably having a lot of trouble finding a qualified auditor. No auditor wants to be associated with a company that has a terrible
reputation. A takeover by another company might be a possibility. That might be the only way to salvage something out of what was already started.

kellyclover
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I am so glad I didnt jump in when most were selling because it went from 17 to 33 😅

decades
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Thanks a lot Parkev! Could you kidnly consider some good small cap stocks that have chances to be a multi bagger?

lemax
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Thanks - great info as always

Could you please create some content on the best possible SMCI replacements (like you said - Dell, HP, etc.)? Thanks

Yaw_Jr
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this things gonna short squeeze and create millionaires in a day its honestly down way to much no idea when but its coming

dustindavenport
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Hey man great video can you take a look at ASTS and do a video on that would love your break down

shanejh
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Nvidia’s latest and greatest GPU platform the Blackwell is already in production and distributed to major customers for at least end of 2025. That generally means Nvidia is stuck in SMCI account receivables booking.

rree
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Any word on MELI. Seems like a nice dip to add a few?

GeoffDUB
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What you think about boeing stock and the new ceo?

dakel
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Prof how do u time manage
U make so many videos with so much data

mb-uowv
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Hi Parkev, any update on Micron stock?

_The_World