Tech stocks - focus on what management isn't talking about
Investing Experts
00:00
Supermicro's Stock: Turbulence and Recovery
This chapter examines the fluctuating performance of Supermicro's stock following their quarterly earnings reports and a downward revision of guidance. It also delves into the company's alleged smuggling activities involving NVIDIA AI GPUs and the broader effects of U.S. restrictions on technology sales to China, alongside shifting perspectives on AMD's market position.
Transcript
Play full episode
