$SUPER MICRO COMPUTER INC(SMCI

$SUPER MICRO COMPUTER INC(SMCI)$ I'd say the SMCI story is good news/bad news, but there is no bad news! The AI story has not changed in the last 3 months. They have raised over $3.5 billion dollars, been added to the S&P 500 (which adds both credibility and stock buying power) and they continue to sell all they can make. Some people don't realize how keeping margins low helps gain market share, which they are doing for the long term. Brand new Malaysia manufacturing site is fully online by 4th quarter and the 80 acre San Jose site in a year or two.

A stock split increases the float and lowers volatility, their liquid cooling is absolutely required for the new Nvidia Blackwell chips and they have nothing but experienced management. No pre-announcement?.....those are supposed to be used on very rare occasions. If you have any old servers that are not equipped with GPU chips, they are already obsolete. Let the super cycle continue...and I'll see everyone on the earnings call.

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