Athena Spenser
11-26

$SUPER MICRO COMPUTER INC(SMCI)$ I believe the alleged accounting irregulataries involve not being extremely transparent about business relationships with family members. This doesn't mean the family members were bad for business. I believe this will ultimately blow over. SMCI has alreayd paid a price, and maybe another fine is coming. But they will weather it, and the upside potential is ridiculous. A week ago this was maybe the most undervalued stock on the the S&P 500. After the 3rd straight day of this being the highest performing stock on the S&P 500 I think that validates my view of situation.

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