$SUPER MICRO COMPUTER INC(SMCI

$SUPER MICRO COMPUTER INC(SMCI)$ I think some of the fear is competition...competition is good. I suspect Dell, HPE and others will roll out more competitors to their existing line, but without a customer base and track record, it'll be harder to truly disrupt on the emerging lines like Blackwell. It's like panicking over the Japanese competing on memory chips, and Intel just saying,'meh, you can have em, we're going upstream.'

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