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2024-04-29 16:54:46 ET More on Bloom Energy Bloom Energy: Staying On The Sidelines Bloom Energy: Dismal Results And Guidance, But Upgrading To 'Hold' After Short Thesis Has Played Out Bloom Energy Q4 2023 Earnings Call Transcript Read the full article on Se...
2023-10-04 08:30:00 ET Summary Super Micro Computer investors saw the FOMO bubble burst in August as sellers rushed out, taking profits astutely after a surging run in 2023, ensnaring late FOMO buyers in the process. The company remains well-primed to leverage the AI server moment...
2023-08-07 08:00:00 ET Summary I was wrong about Super Micro Computer's substantial near-term growth inflection. It is a significant beneficiary from the AI surge that lifted the valuation of it and its closest peers. However, SMCI's current valuation and price action suggest sign...