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Super Duper Micro (SMCI)
Manage episode 436470622 series 3595562
The Stock Jocks द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री The Stock Jocks या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
In our inaugural “Just the Tips” podcast (recorded 2/25/2024), three Wall Street and tech industry veterans (George, Gordon, and Bruce – “stage names” to protect the “innocent”) as they share their candid (and irreverent) takes on tech stocks. Periodically (as often as we can -- we have day jobs!) we will make the bear and bull case for a tech stock. Our first “victim” is Supermicro ($SMCI – “Super Duper Micro!”)
In this episode, we address:
- The emotional rewards of losing money (generating “alpha”!) on shorts
- Palo Alto Networks ($PANW) and implications for their recent bed defecation
- NVDA blowout, the smell of Jensen Huang’s jacket, and implications for interest rates
- West Coast vs. East Coast Investing, FOMO and Momentum investing
- The highly motivating impact of CEO packages designed to make the CEO filthy rich (the Hock Tan plan)
- How big will the Artificial Intelligence (AI) investment cycle be? Is it just for generating Podcast thumbnail graphics?
- Are “servers” a commodity – or not?
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