SMCI This is a trading vehicle. It is not an investment. If you forget that, write it down on a sticky note and put it on your monitor. Play the volatility and the action. Fundamentals, or its long term future in our macro-economic needs, has no role.
SMCI People just don't understand how crucial AI Datacenters are for the future. Literally will be the physical infrastructure powering the world. Even if market share falls, so much upside here.