$SUPER MICRO COMPUTER INC(SMCI)$
Yes, SMCI has been wild. That’s what hyper-growth looks like. If you can’t handle the volatility, you might miss the bigger story.
Here’s why I’m still bullish:
Core business is booming
They’re not some hype shell—they’re shipping real AI server racks, and demand is outpacing capacity.Massive tailwinds from Nvidia & enterprise AI
Every time Nvidia wins, SMCI wins too. They’re symbiotic—and SMCI is cheaper by comparison.Founder-led, agile model
Lean ops + quick response to demand = exactly what hyperscalers want right now.
My play?
Using dips to scale in with tight stops. Yes, it’s risky. But so was Nvidia at $150. This is the kind of name that rewards guts.
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