Aug. 6 at 3:48 PM
$PLTR $SMCI while I agree with your analysis to some degree, the problem is
$SMCI keeps blowing its own foot off (with accounting and management issues). I held them on and off for a year and found it to be a very frustrating experience.
Part of the problem is that there are server manufacturers/alternatives, like
$DELL. Compare and contrast both companies' six month and one-year charts. Both ramped up considerably in late May to June, but
$DELL held those gains and
$SMCI collapsed back down. Too busy to sus out why (I hold neither), but clearly
$DELL is the stronger of the two. IMHO.