ChristKitto
04-25

$SUPER MICRO COMPUTER INC(SMCI)$ between $Meta Platforms, Inc.(META)$ - ramping capex for AI, and already an SMCI customer - and $SK Hynix, Inc.(HXSCL)$ reversing 5 quarters of losses: "attributed the strong performance to an increase in the sales of AI server products backed by its leadership in AI memory technology including high-bandwidth memory” hugely bullish for the 'expected' beat next week.

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