Burnell Ezekiel
02-27

$SUPER MICRO COMPUTER INC(SMCI)$

Here's an operational idea for everyone's reference. For those who hold Nvidia ($Nvidia (NVDA)$) but are worried about its earnings report risks, you can take advantage of SMCI's surge today to short SMCI. The logic is to leverage the business correlation between SMCI and Nvidia. If Nvidia's performance is poor, after today's significant rise in SMCI's sentiment, a substantial drop in Nvidia will likely lead to an even bigger decline in SMCI. On the flip side, a significant rise in Nvidia may not necessarily trigger a substantial increase in SMCI after the good news has been fully absorbed.

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