00:00 00:0 Speaker A
Another trend’s trend that we look at SMCI. Goldman Sachs lowered the ranks to be sold in absentia, saying they consider the reward of dangers unfavorable because of the dangers of depreciation, competition and public margins. You can see the Super Micro Computer shares, which has fallen by about 2%. Backing, what we see in the broader trend that many of the names of technology and chips, especially upwards, are upwards this morning. But,, we were only looking for the memo. A couple of us was settled here for both of us to put pressure on the public margins, the idea that is transmitted from Hoper to the Blackull chip of Nvidia, which will be their cost and that hurts their margins. Yes, they still see a story of income, but it is not enough for the horizon to move forward to the share that has already been valued.
01:1 loudspeaker b
That is, it is the small phrase in which secretly, material, which was not enough. Let’s just read what he says. Goldman says we expect SMCI to be more than 2024 until the end of 2026, in two years, but it is not enough. And do you feel like the story of Novidia, right? That has just had a quarter of a quarter of a quarter of a quarter, but the horizon of income is not enough. This really just feels like another example of how the name of the game in the entire chip sector.
02:2 Speaker A
And another big example is only for me in terms of the shares assessment, which is really related to the growth of revenues. As if it always go back to the growth of income. We are talking a lot about SMCi, which is accounting issues. Will the CEO remains the CEO? All this before and after, will they leave their list? And in the end, what comes down to look at us quickly, even talk about Goldman, the issue of accounting. It tells the story of development so that the company is moving forward.
03:03 loudspeaker b
and a lot of discussion about the value compared to the peers. An example of this is that Dell is a company that constantly comes up in this report when we read it through it, he says, you know, SMCi is very expensive compared to Dell and others. I know, I don’t think Dell is really someone we thought about by some other names outside. So it seems that focus on the basis is coming back to the game.