$SUPER MICRO COMPUTER INC(SMCI)$
My take is that this stock has at least one big or two smaller legs upward, but long term upward projections will stall. This is $Cisco(CSCO)$ circa 1999. I don't think in the next 3-5 years AI returns will justify the cost of these machines. Right now $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ are in the FOMO stage and don't want to be caught without the biggest and best machines. And at some point there will be enough of these machines in the market to do the basic inference work.
For me, one big leg up, and I'll cut my position, but by the end of 2025, I expect to be out of the stock with a very nice capital gain, which I'll be happy to pay LT Cap Gains Taxes.
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