))
Super Duper Micro (SMCI)
Manage episode 436470622 series 3595562
Conteúdo fornecido por The Stock Jocks. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por The Stock Jocks ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.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?
11 episódios
Compartilhar
