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SMCI

Super Micro Computer, Inc.
1.9%
Mindshare
-1.00
情绪
1
提及
1
帖子
1
作者
声量趋势 · 近 48h（每小时提及数）

看多论点

  • Bearish near term, bullish long term. ↗

看空论点

  • Super Micro keeps delaying filings and the short reports raise serious questions about revenue recognition. ↗
  • Bearish, this is uninvestable for now. ↗
  • When capex digestion hits, names like $NVDA and $SMCI could correct hard. ↗
  • Bearish near term, bullish long term. ↗

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提及来自哪些 subreddit
r/stocks
2

关联叙事

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相关讨论

2 篇
1.3k
Sr/stocks· F u/forensic_fin· 7 小时前Company News
SMCI accounting red flags are piling up

Super Micro keeps delaying filings and the short reports raise serious questions about revenue recognition.

290看空SMCI
380
Sr/stocks· S u/skeptical_sam· 1 天前Industry Discussion
The AI capex boom will create a digestion period - beware

Hyperscalers are spending like crazy on AI but at some point they have to show ROI.

150中性NVDASMCIAIAI 资本开支