$SUPER MICRO COMPUTER INC(SMCI

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$SUPER MICRO COMPUTER INC(SMCI)$ Definitely good news today about the tariffs. I don't think we see a crazy 40% gain this week. I could be very wrong and I hope I am. But there are still some management issues that SMCI is slowly addressing. There is still the Q4FY25 revision of earnings on the low side of estimates. And maybe we can actually get those Q4FY25 earnings without any drama. Shorts and PUTS are still a major roadblock. And we have the unpredictable President. But us long will keep marching forward and taking advantage of the low PE.

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