Name: Tuttle: SMCI 3Q Earnings 'Timing Issue Over Demand,' NVDA Blackwell to Aid 4Q
Uploaded: 2025-04-30T16:20:59.131-05:00
Duration: 5 min 42 s
Description: Matt Tuttle says he's holding his shares of Supermicro (SMCI) after the company signaled a weaker third quarter than previously expected. He expects the stock to have more downside action but believes in its long-term potential. Nvidia's (NVDA) Blackwell A.I. chip is what Matt anticipates will offer strength for Supermicro, even as Nvidia tries to keep Huawei from stealing market share.

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Matt Tuttle says he's holding his shares of Supermicro (SMCI) after the company signaled a weaker third quarter than previously expected. He expects the stock to have more downside action but believes in its long-term potential. Nvidia's (NVDA) Blackwell A.I. chip is what Matt anticipates will offer strength for Supermicro, even as Nvidia tries to keep Huawei from stealing market share.

Tuttle: SMCI 3Q Earnings 'Timing Issue Over Demand,' NVDA Blackwell to Aid 4Q

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