Super Micro's Sell-Off Is a Mirage—Here’s Why the Rally May Come Back Fast

This delay occurred because customers requested last-minute upgrades. Specifically, major data center clients wanted their new systems equipped with the latest liquid-cooled NVIDIA (NASDAQ: NVDA) Blackwell configurations. Instead of accepting older technology immediately, they chose to wait for the newest, most efficient hardware. This distinction is vital for investors to understand the difference between demand destruction (customers leaving) and deferred gratification (customers waiting for better produc ...