Mar. 27 at 1:22 AM
$SMCI Dell and HPE have caught up. If you are a Tier-1 Cloud Provider (like Microsoft or AWS), and your supplier is under a
$2.5 billion federal smuggling investigation, the "common sense" move isn't to wait for them to "sort it out." It’s to move your next
$10 billion order to a "clean" competitor.We are already seeing this. This week,
$DELL is up 16% while SMCI is struggling to hold
$22. The market is literally voting on SMCI's "replaceability" in real-time.
