• Super Duper Micro (SMCI)

  • Mar 1 2024
  • Duración: 1 h y 21 m
  • Podcast

Super Duper Micro (SMCI)

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    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?
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