Discussion about this post

User's avatar
Phil Kumin's avatar

For Astera, can you explain what is meant by "Fake gross margins from related party revenue via Amazon warrants." I thought they issued warrants to a customer- how would this boost margins?

Expand full comment
Askar's avatar

Supermicro is in a perfect competition with Dell, HP and others. They have no IP or don't add anything valuable - zero competitive position vs peers. I was amazed when it tripled in Q1 and not amazed at its drop since then.

Expand full comment
1 more comment...

No posts