$SUPER MICRO COMPUTER INC(SMCI)$ Think about it, you know SMCI buys NVDA chips and TSMC chips for their server banks, and they have sold to Huawei, so when they came and said, get us some of those chips, you know they would do it. So now TSMC will cut them off, and then obviously NVDA will cut them off, and the rest of the chip mfgs will follow, and it's game over
This also explains why it was down 5% yesterday, some in the know were already selling it and shorting it. This will end the stock
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Comments
Great article