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Which podcasts are discussing SMCI?
8 ATTRIBUTED IDEAS · 8 EPISODES · 6 SHOWS
The shows
The Options Insider Radio Network
Thoughtful Money
CNBC Fast Money
Forward Guidance
Monetary Matters with Jack Farley
Prof G Markets
Where the discussion went deepest
11 JUN11 JUNTHOUGHTFUL MONEY
AI infrastructure buildout faces structural bottlenecks
“Jesse Felder argues that the AI hardware and semiconductor boom faces an imminent wall due to physical construction delays, cancellations, and political backlashes against data centers.”
Did The Bust Just Begin? · with Thoughtful Money's
Core thesis · 5/5Verify in source →
22 JUL3W AGOTHE OPTIONS INSIDER RADIO NETWORK · 01:20
14 JUL14 JULMONETARY MATTERS WITH JACK FARLEY · 1:13:30
Supermicro framed as a fallen-angel value play
“Super Micro Computer was argued to be an underappreciated fallen-angel turnaround, backed by essential liquid-cooling IP, major OEM hardware relevance, and a recent $7 billion capital raise.”
The Semiconductor Earnings Boom Is Just Getting Started
In depth · 4/5Verify in source →
17 JUN17 JUNFORWARD GUIDANCE
14 MAY14 MAYPROF G MARKETS · 25:00
AI infrastructure economics are fundamentally broken
“The thesis presented was that the economics of running AI infrastructure are unsound, with GPU inference costs remaining high and no path to profitability for operators, leaving no useful residual assets if the bubble pops.”
AI Skeptic: This Business Makes No Sense
In depth · 4/5Verify in source →
11 AUGYESTERDAYTHOUGHTFUL MONEY · 04:45
AI infrastructure exposed to cancellations and financing risk
“The bear case presented highlighted risks to the AI infrastructure trade, including potential NVIDIA order cancellations and financing stress at core buyers like CoreWeave.”
Is A.I. A Massive Lie? · with Thoughtful Money's
Substantive discussion · 3/5Verify in source →
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