XantheJuliana
05-13

$SUPER MICRO COMPUTER INC(SMCI)$ This message is for long holders, not short-term traders. Super micro had a healthy beat on earnings and net profit margin improvement. They supplied very strong guidance going into Q4. $2 billion cash in the bank. Expansion and gaining market share in a sector that's predicted to grow at 25% per annum over the next 5-7 years. Please take note longs, this company is investing and building out its capacity for current and future demand. Dont concern yourself with share price fluctuations over the short term (days/weeks) and focus on the mid to long term (months/years). Keep an eye out for Nvdia Q1 earnings in a couple of weeks. It should give a VERY clear indication of the continued growth and demand for HPC Data centers.

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