AI Stock Blowup and the Analyst Who Saw it Coming

Barron's Streetwise

Barron's

Business

4.8 • 1.5K Ratings

🗓️ 30 August 2024

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

Short-seller Hindenburg Research brought down shares of Super Micro Computer with a scathing report. Susquehanna analyst Mehdi Hosseini discusses why he turned bearish months before. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	If only life had a remote control, you could pause or rewind.
0:03.6	Well, life doesn't always give you time to change the outcome, but pre-diabetes does.
0:08.5	Take the one minute risk test today at do I have pre-diabetes.org.
0:12.2	Brought to you by the Ad Council on its Pre-Dibodies Awareness Partners.
0:15.0	Super Micro doesn't really do the innovation.
0:20.0	They are a contract manufacturer with willingness to commit working capital.
0:25.6	Most of the innovation is done upstream, NVIDIA, T-S-M-C.
0:31.2	Hello and the
0:33.0	welcome to the Barron Streetwise podcast I'm Jack Howe and the voice you just heard
0:37.3	that's Medi Hosseini. He's an analyst at Susquehanna Financial
0:41.8	group and he's talking about super micro computers, which is not doing so super lately.
0:48.0	There was a scathing report this past week from a well-known shortseller and the stock price has collapsed.
0:56.0	And Medi was bearish all along.
0:57.9	In a moment we'll learn how he saw signs of trouble ahead of the crowd. Listening in is our audio producer Jackson, hi Jackson. Hey Jack.
1:04.0	You saw about the Hindenburg report. Audio producer Jackson, hi Jackson, Hey Jack.
1:13.0	You saw about the Hindenburg report on super micro computers this past week?
1:18.0	Oh yeah.
1:19.0	There's not a lot of companies out there that have taken Hindenburg as their brand name.
1:24.6	That one hasn't really caught on, as I noted in this week's Barron's magazine.
1:29.5	You don't want to name your company after a famous blimp disaster.
1:34.0	Well, let's be careful with our terminology, please Jackson.
1:36.8	Blimps and Zeppelin's are two types of airships.
	...

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