$SUPER MICRO COMPUTER INC(SMCI)$
$SUPER MICRO COMPUTER INC(SMCI)$ stock is 3x what it was in January, expectations sky high now. The company did 2 offerings in the first quarter. If they have more juice left, they would not be doing two offerings in such a hurry, expect more bleeding before and after earnings. It doesn’t help that Jensen Huang mentioned at GTC that Dell has all the AI solutions and did not mention any one else.
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