

Super Micro Computer Rises, Tesla Gains, Six Flags Up on Guidance
Sep 12, 2025
Super Micro Computer's stock soared with the launch of its Nvidia Blackwell Ultra solutions. Tesla is shifting focus from electric vehicles to humanoid robots, raising eyebrows among investors concerned about sales. Meanwhile, Six Flags saw a significant stock jump after confirming strong early sales and positive earnings guidance for 2026. The podcast also delves into the potential for recovery in companies facing significant stock drops, emphasizing the importance of staying updated on market trends.
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Supermicro Scales AI Infrastructure
- Super Micro announced availability of NVIDIA Blackwell Ultra solutions and is delivering at high volumes globally.
- Its new racks can hold up to 72 GPUs, signaling much larger AI training capacity and renewed momentum for the stock.
Autonomy Drives Tesla Excitement
- Tesla gained after regulatory approval to test autonomous vehicles in Nevada and expansion of its robo-taxi ambitions.
- The move highlights investor appetite for futuristic growth catalysts amid weak near-term vehicle fundamentals.
Six Flags Sees Attendance And Pricing Strength
- Six Flags stock jumped after the company reiterated full-year adjusted EBITDA guidance and reported strong early season-pass sales.
- Management cited higher attendance and pricing power as signs earnings may recover after a rough year.