$SUPER MICRO COMPUTER INC(SMCI)$ Here is the problem for SMCI, in my opinion. The U.S. government is obviously going to be heavily involved regarding the chip companies and their role in the AI revolution. Everything from dishing out funds to monitoring security. I think that will include influencing partnerships and, in my opinion, that does not bode well for SMCI.
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- Brando741319·05-26GoodLikeReport