amd也崴泥，大凶之兆

[honyi97]

pltr，amd两个当红辣子鸡都完了

[Crocodile]

SMCI 也崩了，而且销售实实在在底滑坡，不像AMD其实还好。

First Quarter Fiscal Year 2026 Highlights

Net sales of $5.0 billion versus $5.8 billion in Q4'25 and $5.9 billion in Q1'25
Gross margin of 9.3% versus 9.5% in Q4'25 and 13.1% in Q1'25
Net income of $168 million versus $195 million in Q4'25 and $424 million in Q1'25
Diluted net income per common share of $0.26 versus $0.31 in Q4'25 and $0.67 in Q1'25
Non-GAAP diluted net income per common share of $0.35 versus $0.73 in Q1'25
Cash flow used by operations for Q1'26 of $918 million and capital expenditures of $32 million

https://ir.supermicro.com/news/news-det ... fault.aspx

[DIYer]

AMD还可以吧，最近涨了不少了，每次财报都跌，财报后慢慢涨

[Yellen]

SMCI 也崩了，而且销售实实在在底滑坡，不像AMD其实还好。

First Quarter Fiscal Year 2026 Highlights

Net sales of $5.0 billion versus $5.8 billion in Q4'25 and $5.9 billion in Q1'25
Gross margin of 9.3% versus 9.5% in Q4'25 and 13.1% in Q1'25
Net income of $168 million versus $195 million in Q4'25 and $424 million in Q1'25
Diluted net income per common share of $0.26 versus $0.31 in Q4'25 and $0.67 in Q1'25
Non-GAAP diluted net income per common share of $0.35 versus $0.73 in Q1'25
Cash flow used by operations for Q1'26 of $918 million and capital expenditures of $32 million

https://ir.supermicro.com/news/news-det ... fault.aspx

SMCI就是靠骗，套瓷AI，丫和AI屁关系没有。

[bam]

SMCI就是靠骗，套瓷AI，丫和AI屁关系没有。

卖A1服务器咋跟A1没关系？

[biggestballs]

卖A1服务器咋跟A1没关系？

它只是组装，自己没有产品，好像有什么散热solution

[Crocodile]

这些风头股，都不值那么多钱。
ER解释权在MM，说好就是好，
说不好，再好也不好。

[Savemyday]

这些风头股，都不值那么多钱。
ER解释权在MM，说好就是好，
说不好，再好也不好。

逼大统领让步

[Crocodile]

逼大统领让步

目前跌这么点，还太少。
大盘起码得跌10% 到 20%， 才会有效果。