Supermicro (SMCI) is on the brink of delisting again, and this could be a game-changer—not just for them, but also for Nvidia. With SMCI accounting for 10% of Nvidia's revenue and Nvidia being a massive customer of SMCI, how much could this shake things up? ????
In this video, we break down:
✅ SMCI's troubling history of delistings, investigations, and accounting scandals.
✅ How SMCI's delisting could impact Nvidia’s bottom line.
✅ Why Nvidia’s long-term growth might not hinge on SMCI at all.
✅ The ripple effects of Elon Musk moving $6 billion in AI server orders from SMCI to Dell.
We also analyze Nvidia’s intrinsic value—are investors being overly optimistic about its future? Or is there still room for growth at its current price levels?
Stay tuned as we connect the dots, separate the story from the numbers, and help you make sense of it all. ????
???? Don’t forget to watch until the end for insights into the 18 stocks I’m holding and why!
#Nvidia #SMCI #StockMarket #Investing #AIStocks
In this video, we break down:
✅ SMCI's troubling history of delistings, investigations, and accounting scandals.
✅ How SMCI's delisting could impact Nvidia’s bottom line.
✅ Why Nvidia’s long-term growth might not hinge on SMCI at all.
✅ The ripple effects of Elon Musk moving $6 billion in AI server orders from SMCI to Dell.
We also analyze Nvidia’s intrinsic value—are investors being overly optimistic about its future? Or is there still room for growth at its current price levels?
Stay tuned as we connect the dots, separate the story from the numbers, and help you make sense of it all. ????
???? Don’t forget to watch until the end for insights into the 18 stocks I’m holding and why!
#Nvidia #SMCI #StockMarket #Investing #AIStocks
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