HomeIndustriesA.I.Tuttle: SMCI 3Q Earnings 'Timing Issue Over Demand,' NVDA Blackwell to Aid 4Q

Tuttle: SMCI 3Q Earnings 'Timing Issue Over Demand,' NVDA Blackwell to Aid 4Q

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.

Trading 360

30 Apr 2025

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