Jul. 27 at 11:46 PM
$SMCI Well seems to me this is good for integrators of these like
$SMCI,
$DELL and
$HPE
Moreso SMCI, because its quite agile and can adapt to new tech, that being said though, if they choose not to get involved with Chinese products then at least we may have cheaper components as chip and memory manufacturers start to compete more aggressively.
Think ahead.
https://www.barrons.com/articles/sandisk-asml-chip-stocks-cxmt-china-fd971457