>>20946192Intel and SMCI missed because of soft demand for servers. That means Nvidia is very likely to miss, which will further pull SMCI down with it. This doesn't even account for the rest of the increasingly bad macroeconomic landscape, or the fact that SMCI is most likely trying to defraud shareholders by posting earnings reports with bad data. I bought my puts when I saw SMCI running advertisements of the CEO doing the Asia Hustle crosssd arms scam pose alongside "Nvidia partnership confirmed, airdrop soon hodlers!!!!!1!1!1!". SMCI is this cycle's MicroStrategy, and they're going to be the ones that pop the bubble for everyone else.
