Interesting seeing shorts showing up here on the weekend trying to spread fear. They must know they're on the wrong side of the trade, and they've got reason to worry. Fundamentals are pushing investors to reprice SMCI, and the valuation gap compared to DELL is pretty glaring. I think we could see some real capital rotation from overvalued DELL into undervalued SMCI going forward. Either way, $SUPER MICRO COMPUTER INC(SMCI)$ looks headed back to $60+.
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