moxieoo
10-26

$SUPER MICRO COMPUTER INC(SMCI)$ People are not paying attention to what is going on here. They will release earnings next week after hours. They will demonstrate what every AI infrastructure company has been screaming about - AI is BOOMING! Explain it any way you want - liquid cooling, Blackwell, etc. It's a once in a lifetime craze! If they have to change accounting practices via a late 10-K that's fine...it's already expected and built into the stock price!

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