Nov. 5 at 11:01 AM
$SMCI most tech stocks have been posting good earnings and good guidance, I think the MM and whales are trying to short the market so they can shake the weak hands and swoop in the stocks at lower price. If you have the dry powder
$43 is a good price to buy the dip. There’s
$800B+ being spent on infrastructure for 2026.
$SMCI. There’s only a handful of companies that are poised to get a piece of the Pie.
$SMCI is the leader rack solutions then
$DELL $HPE $IBM. If Supermicro gets 10% of the market that’s
$80B in revenue. Putting this stock price at
$200+ upside here is amazing