103614733
voted
$Super Micro Computer (SMCI.US)$ fell 17% Wednesday after the server maker announced a multi-billion equity raise to fund AI parts, triggering a rush of options hedging that worsened the slump.
The company announced a $7 billion offering of common stock and depositary shares to raise the funds needed to buy the components that will go into building advanced artificial intelligence servers to fulfill orders worth a...
The company announced a $7 billion offering of common stock and depositary shares to raise the funds needed to buy the components that will go into building advanced artificial intelligence servers to fulfill orders worth a...
+1
14
2
11
$Super Micro Computer (SMCI.US)$
Sharing some though on SMCI after reading the latest developments.
Can understand why the market reacted negatively. A $7B financing package means dilution, and existing shareholders will naturally feel the impact. Combined with the company's negative free cash flow over the past year, investors have every right to question execution and capital requirements.
However, me think this situation is quite different from previous concerns such as delayed filings, acco...
Sharing some though on SMCI after reading the latest developments.
Can understand why the market reacted negatively. A $7B financing package means dilution, and existing shareholders will naturally feel the impact. Combined with the company's negative free cash flow over the past year, investors have every right to question execution and capital requirements.
However, me think this situation is quite different from previous concerns such as delayed filings, acco...
11
1
103614733
commented on
$Super Micro Computer (SMCI.US)$ Get out quickly—once confirmed, passive funds will sell.
Translated
1
3
$Defiance Daily Target 2X Long SMCI ETF (SMCX.US)$
Clock abit pocket money, AI Tech sector undergoing repricing. wait for next Opty
Clock abit pocket money, AI Tech sector undergoing repricing. wait for next Opty
1
1
103614733
reacted to
$Defiance Daily Target 2X Long SMCI ETF (SMCX.US)$
Secured 10k profits from trading.
Still keeping the major play.
Secured 10k profits from trading.
Still keeping the major play.


8
2
103614733
reacted to
2
103614733
liked
103614733
commented on
$Super Micro Computer (SMCI.US)$ Why did it surge sharply? It
Translated
3
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)