$Super Micro Computer (SMCI.US)$ Ignore the noise. Ignore th...
$Super Micro Computer (SMCI.US)$ Ignore the noise. Ignore those creating fear. Fundamentals are still the same 🚀
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
Maniac Fool :
Pipidaddy : What fundamentals? If the book is cooked
R30R : Fear and realistic outlook are very different.
And I respectfully beg to differ - The fundamentals have absolutely changed in light of the recent events. However, given the size of the market they play in and the possibility of the company getting its business ethics and operating margin back in play, there is scope they could survive and also thrive.
SMCI’s orders could disappear quickly as their customer base is not too large (order book is beyond full, yes) and their products can be replicated.