- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
NVDA reportedly rerouting orders previously placed by SMCI (NVDA's 3rd Largest Customer)
Posted on 11/4/24 at 7:17 pm
Posted on 11/4/24 at 7:17 pm
Nvidia $NVDA is reportedly rerouting orders previously placed by Super Micro $SMCI (Nvidia's 3rd largest customer) to other suppliers to "contain the disruption" within the AI server industry.
Yeah, this isn't good.
So basically NVDA is admitting that they don't think their 3rd largest customer will be able to pay for the chips that they've ordered so they are rerouting those chips to other customers.
And that of course eliminates future sales that were speculated to the other customers, because they are getting the chips that were already "sold" to SMCI.
This is bad, real bad.
If NVDA tanks it is taking the market with it.
If you recall, two years ago the Nasdaq was dropping like a rock until AI Hysteria took over.
Yeah, this isn't good.
So basically NVDA is admitting that they don't think their 3rd largest customer will be able to pay for the chips that they've ordered so they are rerouting those chips to other customers.
And that of course eliminates future sales that were speculated to the other customers, because they are getting the chips that were already "sold" to SMCI.
This is bad, real bad.
If NVDA tanks it is taking the market with it.
If you recall, two years ago the Nasdaq was dropping like a rock until AI Hysteria took over.
This post was edited on 11/4/24 at 7:36 pm
4
Posted on 11/4/24 at 7:33 pm to Norway
Smci clearly cooking the books, how bad is the question
Posted on 11/4/24 at 7:38 pm to UltimaParadox
quote:
Smci clearly cooking the books, how bad is the question
Obviously NVDA doesn't trust them.
This is bad.
SMCI was their 3rd largest customer.
If SMCI is a fraud, then how many other customers of NVDA are a fraud?
So basically we need to back out all of the sales made to SMCI, and future speculated sales made to SMCI.
And if other customers are as fraudulent as SMCI then this thing could snowball.
If NVDA tanks it is taking the Nasdaq & the market with it.
This is the kind of thing that historic crashes are made of.
This post was edited on 11/4/24 at 7:59 pm
Posted on 11/4/24 at 8:23 pm to Norway
This is not going to crash the entire market.
Posted on 11/4/24 at 8:52 pm to lynxcat
quote:
This is not going to crash the entire market.
Well obviously not the entire market.
I'm sure that Proctor & Gamble won't be impacted.
But AI has driven this tech rally the last 2 years, so yes an AI meltdown would crush the Nasdaq.
Posted on 11/5/24 at 3:58 am to Norway
Well it’s up in the futures so there’s that.
You could be jumping the gun on this.
Does NVDA really need SMCI to buy there chips?
You could be jumping the gun on this.
Does NVDA really need SMCI to buy there chips?
Posted on 11/5/24 at 4:46 am to Norway
quote:
Norway
Did NVDA sleep with your wife or something? What’s your obsession with its demise?
Posted on 11/5/24 at 7:07 am to reds on reds on reds
Norway is long on NVDA, just ask him 
Posted on 11/5/24 at 8:20 am to DarthRebel
quote:
Norway is long on NVDA, just ask him
Yesterday I made money going long NVDA in the morning, and then short NVDA in the afternoon.
All I care about is making money, I'm not married to NVDA.
Jensen has been selling NVDA like crazy, Bezos just dumped a shiteload of AMZN & Zuckerberg sold a large chunk of META recently.
It's hilarious how company founders & CEO's have no problem selling these stocks, but random normies with 5 shares will race to defend a stocks honor as if you insulted their mama.
Posted on 11/5/24 at 8:23 am to Norway
I like how this guy acts like he doesn't know what an alter is, yet uses the exact same talking points the other 4 doomsayers have used the past 4 or 5 months.
What benefit are you getting out of making multiple user names?
What benefit are you getting out of making multiple user names?
Posted on 11/5/24 at 8:41 am to Norway
We aren't used to seeing drama queens on here regularly.
Posted on 11/5/24 at 9:09 am to Norway
Shocker. People have been predicting NVDA’s demise since it was $225 a share. There is a huge backlog of customers.
SMCI is not even cooking the books the way they want because their cook, EY, quit due to impossible to work with ingredients. SMCI is going to low teens soon. NVDA is going to $150 soon.
Norway must be Dan Nathan with these predictions.
SMCI is not even cooking the books the way they want because their cook, EY, quit due to impossible to work with ingredients. SMCI is going to low teens soon. NVDA is going to $150 soon.
Norway must be Dan Nathan with these predictions.
Posted on 11/5/24 at 9:33 am to go ta hell ole miss
quote:
Norway must be Dan Nathan with these predictions.
Yesterday I made money going long NVDA in the morning, and then made money shorting NVDA in the afternoon.
It's just a stock.
I just want money, I don't care if it's going long, going short.
Falling in love with a stock is silly.
Posted on 11/5/24 at 9:36 am to Norway
quote:
Jensen has been selling NVDA like crazy, Bezos just dumped a shiteload of AMZN & Zuckerberg sold a large chunk of META recently.
It's hilarious how company founders & CEO's have no problem selling these stocks, but random normies with 5 shares will race to defend a stocks honor as if you insulted their mama.
Jensen has an automatic sell set up no biggie. You act like he's selling 50% of his shares. He's probably selling like less than .0001% of his shares. The man has 781 million shares
Posted on 11/5/24 at 9:50 am to Double Oh
quote:
Jensen has an automatic sell set up no biggie. You act like he's selling 50% of his shares. He's probably selling like less than .0001% of his shares. The man has 781 million shares
My Apologies.
You're all right.
NVDA is the most amazing company in the history of the world and it can only go up.
It's probably going up 500% a year forever & ever.
Let's all ignore that fact that 3 years ago NVDA dropped from a Pre-Split price of $400 to $100, because that was back in the dark ages and doesn't count.
I'm busting out my NVDA Pom Poms and will only post positive news about NVDA from now.
Going Island Shopping now with my NVDA profits.
See you fellas at The Billionaires Club !
Viva Nvidia !!!
This post was edited on 11/5/24 at 10:01 am
Posted on 11/5/24 at 10:03 am to Norway
quote:
You're all right.
NVDA is the most amazing company in the history of the world and it can only go up.
It's probably going up 500% a year forever & ever.
Let's all ignore that fact that 3 years ago NVDA dropped from a Pre-Split price of $400 to $100, because that was back in the dark ages and doesn't count.
I'm busting out my NVDA Pom Poms and will only post positive news about NVDA from now.
Going Island Shopping now with my NVDA profits.
See you fellas at The Billionaires Club !
Nobody said its going up every year 500%.
But i dont think its going to crash the stock market like you say it is.
There are selling chips like hotcakes and there a back order for them.
Are you shorting NVDA right now?
This post was edited on 11/5/24 at 10:09 am
Posted on 11/5/24 at 10:06 am to Norway
Posted on 11/5/24 at 10:29 am to JohnnyKilroy
quote:
I like how this guy acts like he doesn't know what an alter is
He is Gumbo Gary, the best day trader we have seen here. He was in and out of NVDA daily for massive gains, just ask him
Posted on 11/5/24 at 3:09 pm to UltimaParadox
quote:
Smci clearly cooking the books, how bad is the question
This is very bad for SMCI. I don't own a bunch of stocks in my portfolio. SMCI is about 30% of my portfolio and I'm down about 50% of my total investment. I feel like I'm stuck and have no choice but to hold this stock (no matter how long it takes) and wait for it to come up to a point where I'm at a 5 -10% loss then get out.
Page 1 of 2
Popular
Back to top
Follow TigerDroppings for LSU Football News