Super Micro Stock Extends Losses. Delisting Fears Roll Over Into December. -- Barrons.com
Bridgewater's big move: reducing shareholding in nvidia, heavy positions in SMCI and AMD
The world's largest hedge fund, Bridgewater Fund, caused quite a stir with its investment operations in Q3: it chose to reduce its holdings amidst the surge in nvidia's stock price.
World's Biggest Hedge Fund Sold Nvidia, Bought Super Micro, Palantir, and AMD -- Barrons.com
World's Biggest Hedge Fund Sold Nvidia, Bought Super Micro, Palantir, and AMD
Exposure of the total number of GPUs from the top five global giants! By 2025, the equivalent of H100 or more than 12.4 million pieces.
As of now, the total computing power of the world's five major technology companies, microsoft, Meta, Google, amazon, and xAI, is approximately 3.55 million equivalent H100 units. nvidia may sell 7 million GPUs by 2025, almost all of which are from the latest Hopper and Blackwell series.
Advanced Micro Devices, Inc. (AMD): A Bull Case Theory