$Super Micro Computer (SMCI.US)$ what super micro should do is they should get another accounting firm to go back and audit all of their financials going back to day one and when they're vindicated they sue the fuck out of Bloomberg they sue the fuck out of the company that just dropped this story and reported it Reuters or whomever and every TV station that's out there reporting something that's not true. and then they take this former employee and they bankrupt him

$Intel (INTC.US)$ is it a good time to buy

If demand materializes in accordance with sell-side estimates for the next few years, only a few of these AI-Semiconductor names are expensive (notably the design software ones, $Cadence Design Systems (CDNS.US)$ and $Synopsys (SNPS.US)$ ).
$Super Micro Computer (SMCI.US)$ $NVIDIA (NVDA.US)$ $Broadcom (AVGO.US)$ $Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$ $Arm Holdings (ARM.US)$ $Marvell Technology (MRVL.US)$ $Dell Technologies (DELL.US)$