A Look Ahead | Embroiled in accounting scandals! Can the 'AI star stock' super micro computer turn things around with its Q1 performance?
The market expects the company's Q1 revenue to be $6.453 billion, a year-on-year increase of 204.43%; earnings per share (eps) are $0.68, a year-on-year increase of 146.69%.
Here's What Super Micro's Struggles May Mean for Nvidia and Dell
Nvidia has been exposed to abandon the super micro computer, old orders have been transferred to other suppliers.
①Super micro computer fell into the delisting crisis last week due to the resignation of auditors, which has caused great concern in the semiconductor industry; ②Its largest customer, nvidia, reportedly has transferred its orders to other suppliers to control risk; ③The fate of super micro computer has become even more uncertain.
These Stocks Are Moving the Most Today: Palantir, DJT, Boeing, Lattice Semi, Astera Labs, Marqeta, Super Micro, and More -- Barrons.com
Daily options tracking | Up 14% after hours! Palantir pre-earnings options trading volume increased by 1.2 times; US bond etf call options made a profit of 200%, implied volatility level approaching historical highs before the election.
Nvidia rose by 0.48% yesterday, with its market cap surpassing Apple to become the global number one at one point. A big player bought calls worth 3 million USD; there are 45 million USD in put options on SPY, with big players betting on a drop in the S&P 500 by the end of the year.
Wedbush: Behind Super Micro Computer (SMCI.US) may hide bigger issues, lowering target price to $32.
Wedbush published research reports stating that super micro computer faces more and more challenges in the future, including whether it can avoid delisting from Nasdaq in the coming weeks.