$SUPER MICRO COMPUTER INC(SMCI)$ Yes, SMCI has dropped significantly—but the long-term thesis hasn’t changed. Here's why I see this as a possible dip-buying chance:
🖥️ Still a Core AI Infrastructure Play: SMCI powers the data centers behind AI growth. That demand isn’t disappearing.
📦 Strong Backlog, Real Revenues: Unlike many “AI plays,” SMCI ships real product and is growing earnings.
💰 Valuation Reset May Be Healthy: A pullback from overhyped levels could set the stage for a more sustainable rally.
It’s painful now, but this may be a rare chance to enter a long-term AI winner at a discount—if you have the risk tolerance.
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