1. Super Micro Computer faces credibility issues due to short-seller reports and missing financial statements; 2. The high accruals ratio and insufficient cash flows indicate unsustainable earnings and a weak business model; 3. Increasing inventory and declining payables days expose the company to significant financial risks; 4. Competitive pressures and credibility issues are hindering the company's growth prospects in the server market.

1. SK Group Chairman Chey Tae-won warns that the AI boom could vanish if it doesn't generate profits, comparing it to the gold rush. 2. Chey predicts NVIDIA's dominance in the AI hardware market could be threatened if competitors like AMD and Arm offer high-quality chips at lower prices. 3. SK Group is pushing for more efficient AI data centers using their technologies and materials.

1. Intel's Arrow Lake-S desktop CPUs reportedly delayed to December, giving AMD's Zen 5-based Ryzen 9000 series a 5-month lead. 2. Intel's ON event in September may not see the launch of Arrow Lake-S processors as previously expected. 3. AMD could dominate the market with early availability and extensive reviews of its new Ryzen 9000 series CPUs.

1. Tesla faces growing risks due to Elon Musk's political alignment, negatively impacting its primary markets and consumer perception; 2. Political associations influence EV ownership, potentially affecting the company's market; 3. Increased competition and declining consumer interest threaten TSLA's market share and revenue.

➀ Momenta's 'two legs walking' strategy, focusing on both high-end and mid-range markets, and its recent impact on the industry; ➁ The competition between Momenta and DJI Zuyu in the mid-range autonomous driving market, with Momenta's adoption of the new Qualcomm 8620P chip; ➂ The challenges Momenta faces in the mid-range market, including limited experience and the competition with established players like DJI Zuyu; ➃ The evaluation of the new Qualcomm 8620P chip by industry experts, highlighting its potential and limitations.

1. Harrow, Inc. focuses on ophthalmology products with Iheezo, Vevye, and Triesence, but faces debateable clinical differentiation. 2. The company reported a record $48.9 million in Q2 revenue, with a 46% year-over-year increase, but continues to experience net losses. 3. Harrow's current ratio indicates strong short-term financial health, but a significant debt due in 2026 could impact its cash runway.

➀ Xunmai Holding's financial director was detained and investigated, causing market speculation; ➁ The company's revenue and profit grew significantly in the first half of 2024, but faced competition from domestic brands; ➂ Xunmai Holding, known as the 'King of African smartphones,' is facing challenges in the African market as domestic brands enter.

1. INTC's turnaround strategy has failed to execute, leading to a 30% stock pullback and a $39B market cap loss. 2. The company faces challenges including underwhelming financial results, dividend suspension, and significant layoffs. 3. INTC's future hinges on its ability to innovate and compete in a highly competitive semiconductor industry.

1. Grab Holdings, often referred to as the 'Uber of Southeast Asia', has seen its shares drop by over 72% since its IPO in 2021. 2. Despite this, the company's financials are improving, with a path to profitability expected by late this year or early 2025. 3. With a more reasonable valuation and potential for a re-rating due to improved profitability, the stock could see significant upside, similar to Uber's trajectory.