OutsiderLEO
09-13

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI is a commodity company with no moat and small margins riding $NVIDIA Corp(NVDA)$ NVDA’s coattails. Already down 50% from its ath. AI obviously has a big future - but it’s also in a bubble that kinda looks like it’s bursting right now. Not to mention that chips is a cyclical sector, and we’re clearly closer to a top than the bottom.

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