whimsie
04-19

$SUPER MICRO COMPUTER INC(SMCI)$

Based on fundamentals, this is worth less than $100/share. Will fall 90+% like ROKU did. Paltry gross margins, slightly positive/negative cash flow, hyper valuation, for an assembly house that is no better than Quanta or Hon-Hai. THe only good thing is little or no debt. But for that........

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