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Saroshssnair@saroshssnair
@ns123abc ~35% equity dilution?
2hViews 24
Supermicro seeks to raise $7 billion to fund component purchases for $39 billion in AI server orders
Its stock tumbled up to 20% on dilution fears.
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Sentiment
Some users called Supermicro's $7B equity raise painful because securing large financing brings significant costs despite the record AI server orders.
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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