Matt Miller

Yeah, just having NVIDIA on your client list, the name there is enough to get you pretty good credit.

Peter Elstrom, thanks very much for that.

Let's talk about one of the other chip makers that we're watching today, and that is Supermicro, the company facing growing investor concern after a string of self-inflicted setbacks.

Most recently, its co-founder was indicted on charges of circumventing U.S.

export restrictions to China.

For more on the stock, Bloomberg Tech...

equities reporter Ryan Vlastelica joins us.

And Ryan, it just looks like investors are leaving this company again in droves.

Yeah, absolutely.

Thank you for having me.

So absolutely.

Having the indictment of the co-founder, that's obviously a pretty big hurdle for any kind of investor.

But this comes after some other

major red flags at the company, notably some accounting issues over a couple of years.

This has something that people are extremely cautious about, even though the company is very well positioned in what is seen as a major growth market, which is AI servers.

We've seen the stock really fall participously over the past couple of years as people sort of assess what does this company's risk profile look like, what kind of governance issues are coming into play here.

All of that at the moment is really overshadowing a more positive fundamental growth story in terms of the market it's operating in.

In terms of, it's not a chip maker, obviously, Supermicro.

What is the main product for this?

Is it server racks?