1. A massive short-covering event occurred in Super Micro Computer's stock after-hours trading, signaling a possible end to the downward pressure. 2. The company missed on both revenue and earnings expectations. 3. SMCI's strong relationship with Nvidia and its readiness to offer advanced tech solutions support its competitive edge and future growth potential.

1. Amazon's Q2 results showed strong revenue growth and impressive margin expansion. 2. The firm continues to integrate new technologies like generative AI into its operations, enhancing profitability. 3. Valuations have improved, with the base-case scenario suggesting fair pricing. The firm faces cyclicality and governance risks.