VIEWS24
Saroshssnair@saroshssnair
@ns123abc ~35% equity dilution?
2hViews 24
Supermicro seeks to raise $7 billion to fund a record $39 billion in AI server orders
Shares fell 12% in after-hours trading following the announcement
13898915K
Original post unavailable.
Sentiment
Some users called Supermicro's $7B financing to meet $39B in AI server orders actually painful because the high costs offset the gains from landing the deals.
Pos
0.0%
Neg
100.0%
1 comments with sentiment.
Cluster Engagement
Posts from X
Most Activity
Most Activity
Prompt Logic Lab@promptlogic_lab
@ns123abc AI boom math is getting weird fast.
2hViews 7
Newtee@Newtlx
@ns123abc Scaling orders without scaling capital is a valuation trap
2hViews 1
Invincible@InvincibleEdge
@ns123abc secured the bag then remembered bags cost money
thats actually painful
2h