AI Stock Blowup and the Analyst Who Saw it Coming

Mehdi Hosseini, a Susquehanna analyst known for predicting market trends, shares insights into the downfall of Super Micro Computer shares following a critical report from Hindenburg Research. He discusses the impacts of short-selling and the company's struggles with cash flow despite strong earnings. The conversation delves into Supermicro's strategic partnerships with tech giants like Nvidia and highlights TSMC's crucial role in the semiconductor supply chain, emphasizing the intricate dynamics of the AI market.