Hardik Shah
2026.04.23 11:27

โšก ๐”๐๐ƒ๐€๐“๐„: Super Micro Computer $Super Micro Computer(SMCI.US) on Watch as Bluefin says checks indicate firm lost material contract with Oracle (ORCL) - $Super Micro Computer(SMCI.US) $Oracle(ORCL.US)

"Supermicro lost Oracle GB300 contract worth estimated at $1.1B+; also, B200 inventory concerns"

Source: Hardik Shah

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