VIEWS24
Saroshssnair@saroshssnair
@ns123abc ~35% equity dilution?
1dViews 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
20139161223.6K
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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.
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Prompt Logic Lab@promptlogic_lab
@ns123abc AI boom math is getting weird fast.
1dViews 7
Newtee@Newtlx
@ns123abc Scaling orders without scaling capital is a valuation trap
1dViews 1
Invincible@InvincibleEdge
@ns123abc secured the bag then remembered bags cost money
thats actually painful
1d