$SUPER MICRO COMPUTER INC(SMCI

90+ EOY
200+ in 2025
10% of insane sales (I would not say low margin cause a low % of infinite revenue is big enought for me!)
Every big MAG players are now looking for energy and DLC is saving 40%
10k issue: no issue if they have to pay few million when they print cash this way
3 New facilities coming soon;
Market will grow 10x by 2030;
Market cap of 25 billions can multiple very quickly by 5 to 10 in the next 5 years.
HPE and Dell will also grow, but they are to big to grow as fast as SMCI.
Now you understand why I will never short SMCI.

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