PageDickens
09-19

$SUPER MICRO COMPUTER INC(SMCI)$ Immensely frustrating stock since March - but assuming they get the 10k filed with no impact to $$, this will move. While leadership has not helped themselves with missed upgraded guidance (twice), no pre-guidance on earnings, and weak responses to this short attack….. they are well positioned to gain considerable market share. Liquid cooled servers are the future - they lead the market.

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