We came across a bullish thesis on Super Micro Computer, Inc. (SMCI) on Value Investing Subreddit Page by MatthewFundedSecured.
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February 26 - News, Stock Analysis
The cybersecurity industry is experiencing unprecedented growth, fueled by increasing cyber threats, the expansion of cloud computing, and the adoption of artificial intelligence...
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February 26 - Hedge Funds, News
Super Micro (SMCI) is jumping 19% after the tech giant unveiled its fiscal 2024 financial results late yesterday.
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February 26 - Market Movers, News
The rapid expansion of digital technologies and data-intensive applications, including artificial intelligence (AI), cloud computing, and enterprise digital transformation, is...
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February 24 - Hedge Funds, Industries, News, Tech
In his recent appearance on CNBC's Squawk on the Street, Jim Cramer commented on a report in the Wall Street Journal suggesting that the Trump administration's Department of Justice...
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February 24 - News
On Friday, Jim Cramer, the host of Mad Money, discussed the recent struggles in the market and how the downturn in momentum stocks has significantly affected aggressive growth...
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February 24 - Hedge Funds, News
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer commented on the erratic behavior displayed by markets at the previous day's close.
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February 21 - News
Active investing involves the continuous buying and selling of stocks, aiming to outperform the market through strategic decisions based on market conditions, company performance...
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February 21 - Hedge Funds, News
There have been murmurs of a data center and cloud computing slowdown for the past two years, but none of that has materialized and the data center industry has instead accelerated...
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February 19 - News
With the first quarter of 2025 well underway, Jim Cramer hasn't been short of comments on artificial intelligence.
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February 17 - News
Emily Rowland, co-chief investment strategist at John Hancock Investment Management, joined a discussion on CNBC's 'Squawk Box' on February 13 to share her insights on the markets...
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February 17 - Hedge Funds, News
Even amidst the DeepSeek frenzy, artificial intelligence remains the most prevalent theme in the market today.
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February 17 - Hedge Funds, Industries, News, Tech
Tech stocks have done much better than expected in the past two years, and if the economy continues to grow and AI hype continues, it is likely that the next two years could also...
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February 13 - News
AI is quickly transforming industries and reshaping how businesses operate.
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February 13 - Hedge Funds, News
CNBC reported that the U.S.
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February 13 - Hedge Funds, News
Super Micro Computer, Inc. (NASDAQ:SMCI) Q2 2025 Earnings Call Transcript February 11, 2025Super Micro Computer, Inc. misses on earnings expectations.
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February 13 - News, Transcripts
In a CNBC interview, Clement Delangue, CEO of Hugging Face, discussed some important developments in the AI industry and focused on OpenAI, DeepSeek, and the role of open-source...
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February 11 - Hedge Funds, News
Josh Wolfe, co-founder of Lux Capital, discussed the current AI space and the increasing importance of both capital and human talent in the field as he joined Caroline Hyde and...
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February 5 - Hedge Funds, News
Jim Cramer, the host of Mad Money, took to the airwaves last Friday to discuss the recent stir caused by DeepSeek in the tech world.
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February 3 - Hedge Funds, News
Artificial intelligence (AI) has fueled a major rally in the technology sector, driving up key market indices.
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January 30 - Hedge Funds, News
In September 2024, Peter Oppenheimer, the chief of global equity strategy and the head of macro research for Goldman Sachs in Europe, opined that the rise of tech stocks due to...
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January 29 - Hedge Funds, News
We believe data centers are currently experiencing a remarkable growth phase as the demand for digital services, cloud computing, and broader GenAI applications increases significantly...
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January 28 - Hedge Funds, Industries, News, Tech
DeepSeek, a Chinese AI startup, claims to have developed a GPT-4-level model at a fraction of the usual cost, spending just around $6 million.
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January 27 - News
Investors have become increasingly concerned about the rising capital expenditures on artificial intelligence, with many wondering whether the expectations embedded in financial...
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January 27 - Hedge Funds, News
Like any other informed investor, we are always on the hunt for stocks that analysts are talking about.
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January 27 - News, Stock Analysis
Given that AI has dominated stock market headlines for more than a year now, it's no surprise that Jim Cramer of CNBC's Mad Money and Squawk on the Street has also devoted quite...
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January 27 - News
President Trump announced a major investment initiative to advance artificial intelligence in the U.S., involving a joint venture called Stargate with OpenAI, SoftBank, Oracle...
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January 24 - Hedge Funds, News
Katrina Dudley, global equity portfolio manager at Franklin Templeton Investments joined CNBC on December 31, 2024, to discuss which sectors are expected to continue with their...
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January 21 - Hedge Funds, Industries, News
Jim Cramer, host of Mad Money, recently emphasized the importance of long-term investing, urging investors to focus on the growth prospects of certain pharmaceutical stocks while...
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January 18 - Hedge Funds, News
In a recent blog post, OpenAI CEO Sam Altman said that as OpenAI continues to advance it has moved beyond research to product development, with a focus on AGI's future and safety...
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January 8 - Hedge Funds, Industries, News, Tech
Super Micro Computer is currently trading just around the $32 mark. Its one-year returns stand at a paltry 10%, nothing to write home about.
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December 28 - News, Stock Analysis
For Jim Cramer, tech stocks and the Federal Reserve's interest rate cuts are a major talking point.
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December 27 - News
According to a report by Research and Markets, the international IT hardware market was valued at $130.86 billion in the current year.
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December 13 - Hedge Funds, Industries, News
"I want to discuss Bitcoin, really. I do—not to the detriment of stocks but in addition to stocks. I come to praise Bitcoin, not buy it.
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December 11 - Hedge Funds, News
As artificial intelligence continues to reshape industries, experts are increasingly focusing on how its integration will impact investment strategies.
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December 11 - Hedge Funds, News
For a large portion of investors who put money in the market, growth is the primary objective.
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December 10 - News
Advancements in AI have revolutionized many industries, from healthcare and education to finance and entertainment, offering unparalleled efficiency, precision, and the ability...
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December 9 - Hedge Funds, Industries, News, Tech
Some investors are heavily scrutinizing Big Tech's AI spending. Despite these hefty expenditures, Big Tech has been enjoying solid revenues and earnings growth.
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December 4 - Hedge Funds, Industries, News, Tech
US-China chip wars have been dominating headlines in the AI universe for the past few weeks.
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December 4 - Hedge Funds, Industries, News, Tech
Jim Cramer, the host of Mad Money, recently offered his views on several key topics, including Big Tech stocks and cryptocurrency.
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December 4 - Hedge Funds, News
AI companies in Europe are competing with American counterparts for a larger slice of the AI cake in Asia and the Middle East.
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December 4 - Hedge Funds, Industries, News, Tech
The US tech stocks have recently faced significant pressure, contributing to a decline in major stock indexes amid ongoing discussions about tariffs.
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November 30 - Hedge Funds, News
OpenAI of ChatGPT fame has emerged as the poster child of the AI revolution.
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November 30 - Hedge Funds, Industries, News, Tech
Louis Navellier, Chairman and Founder of Navellier & Associates, is a renowned American investor who is celebrated for his skill in navigating the stock market and delivering ...
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November 29 - Hedge Funds, News
Ed Yardeni, president of Yardeni Research, appeared on CNBC on November 27 to share insights on the market's anticipated performance in 2025.
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November 28 - Hedge Funds, News
Latest reports indicate that billionaire Masayoshi Son, the founder of Japanese multinational tech firm Softbank, is set to meet Indian Prime Minister Narendra Modi.
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November 27 - Hedge Funds, Industries, News, Tech
Uber, the ride-hailing company that has yet to catch onto the AI boom, is reportedly expanding its fleet of gig workers for a new project aimed at AI annotation and data labeling...
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November 27 - Hedge Funds, Industries, News, Tech
Even as the United States pursues a tougher trade policy towards China, the latest indication being the tightening of export restrictions on advanced AI chips, companies from ...
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November 27 - Hedge Funds, Industries, News, Tech
Latest reports suggest that the United Kingdom is launching a Laboratory for AI Security Research (LASR) to strengthen national security and cyber defense in response to evolving...
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November 25 - Hedge Funds, News
Large language models power AI chatbots and they are the hottest items on Wall Street these days.
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November 25 - Hedge Funds, News