With Fed QT (Quantitative Tightening) running at a pace of $95 billion a month and the Treasury forecasting its cash balance to rise by $200 billion into year end, that amounts to a squeezing of liquidity that alone implies an 8% drop for the S&P 500 by the end of December, according to their model.
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SMCI Shipping More That 100,000 AI GPUs Per Quarter: A New AI Revolution That Could Ignite Revenue Growth?
SMCI has been making waves with its recent announcement that it’s now shipping over 100,000 GPUs per quarter, primarily geared towards AI applications.
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