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SMCI Combo of Value & Speculative Trade, Resurgence of A.I. Risk-Taking

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Manage episode 482580442 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

George Tsilis says investors should watch Supermicro (SMCI) carefully with "how quickly it's moving." The company's high-beta aspects make it a volatile trade for investors, seen in its rally higher today. George notes it can just as quickly sell off. He talks about how Supermicro signals a resurgence of A.I. risk-taking and how it's "moving in sympathy" with Nvidia (NVDA).

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4599 episodes

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Manage episode 482580442 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

George Tsilis says investors should watch Supermicro (SMCI) carefully with "how quickly it's moving." The company's high-beta aspects make it a volatile trade for investors, seen in its rally higher today. George notes it can just as quickly sell off. He talks about how Supermicro signals a resurgence of A.I. risk-taking and how it's "moving in sympathy" with Nvidia (NVDA).

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

  continue reading

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