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Tuttle: SMCI 3Q Earnings "Timing Issue Over Demand," NVDA Blackwell to Aid 4Q
Manage episode 479931147 series 3645668
Matt Tuttle says he's holding his shares of Supermicro (SMCI) after the company signaled a weaker third quarter than previously expected. He expects the stock to have more downside action but believes in its long-term potential. Nvidia's (NVDA) Blackwell A.I. chip is what Matt anticipates will offer strength for Supermicro, even as Nvidia tries to keep Huawei from stealing market share.
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4288 episodes
Manage episode 479931147 series 3645668
Matt Tuttle says he's holding his shares of Supermicro (SMCI) after the company signaled a weaker third quarter than previously expected. He expects the stock to have more downside action but believes in its long-term potential. Nvidia's (NVDA) Blackwell A.I. chip is what Matt anticipates will offer strength for Supermicro, even as Nvidia tries to keep Huawei from stealing market share.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about
4288 episodes
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