X @郭明錤 (Ming-Chi Kuo)

I predicted three months ago - Super Micro would hit another purchasing delay in 2Q25, and that's exactly what happened.Super Micro: Shortfall stem from specification changes from a major new customer that delay revenue recognition.Transcript：https://t.co/Smp7fMXTQB https://t.co/ULN2VlFQl7郭明錤 (Ming-Chi Kuo) (@mingchikuo):Let’s take a quick look at Super Micro’s (SMCI) preliminary results. Long story short: this quarter’s numbers are likely to stay under pressure.AI servers currently split into three main ty ...