No moat, may not be an attractive investment in the long run... Short Mario run perhaps despite all accounting risks!

Super Micro Computer: Make Sure You Buy Before Feb 25

SummarySMCI missed revenue estimates for the Dec'24 quarter and also revenue guidance estimates for Mar'25 and FY25. But I am bullish due to a 65% growth outlook for FY26.Margin erosion is a headwind
Super Micro Computer: Make Sure You Buy Before Feb 25

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