$Palantir Technologies Inc.(PLTR)$ guys i am only here to say that no matter how many govt contracts it has iy will take 20 years for this to go beyond its current price...
$Palantir Technologies Inc.(PLTR)$ People are giving all sorts of theory thats its AI operating syatem etc....wake up ..funda and real are so diassociated
$SUPER MICRO COMPUTER INC(SMCI)$ Why SMCI is Leading the AI Server Market, Especially in Liquid Cooling Imagine a high-speed car race where technology is evolving faster than ever. In this race, AI servers are the cars, and the CPUs and GPUs are the engines. The problem? The engines (chips) are getting faster and more powerful every few months, and if you don’t upgrade, you fall behind. Now, let's look at two types of cars (server companies) competing in this race: 1. SMCI (Supermicro) – The Modular Supercar SMCI lets you swap out the engine (CPU/GPU) anytime without replacing the entire car. This means customers can always stay on the cutting edge without buying a whole new system. SMCI also leads in liquid c
$SUPER MICRO COMPUTER INC(SMCI)$ Unusual spike of 43 calls OI from 6k to 24k contracts at few cents. Was this just to collect mass premium or something very big tonight...
$SUPER MICRO COMPUTER INC(SMCI)$ SMCI has 1000 new jobs posted last few weeks Go to SMCI portal career page and see open jobs posted last few weeks...100 news Sales jobs itself, 500 jobs in Engineering ...I have no doubt that 40B sales was very conservative fig.
$SUPER MICRO COMPUTER INC(SMCI)$ So according to GS a 40 B sales company going to have market cap of 17 B( based on 32 price). 40 B too was mentioned as "Very conservative fig" ...what kind of joke is this...one good news and all sorts of squeezes