$SUPER MICRO COMPUTER INC(SMCI

I had an in-depth analysis of SMCI's "fiasco" from the second half of last year to the beginning of this year. The company was able to survive by a thread in the face of extreme adversity, thanks to two things:

1. Nvidia did not kick it when it was down at its most vulnerable moment. In fact, if Nvidia had chosen to protect itself at that time, a simple statement could have brought SMCI down completely. Instead, Nvidia offered strong support, which helped SMCI to stabilize its customer base, partnerships, and confidence in the capital market to some extent.

2. SMCI was fortunate to hire some wise external consultants who were well-versed in capital markets, law, and short-squeeze tactics. These consultants helped to devise strategies that enabled SMCI to survive through a series of heart-stopping battles.

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