Jul. 25 at 1:38 AM
$SMCI $DELL and
$HPE are up similar amounts after massive runs SMCI did not participate in, SMCI just announced way more bullish news than either of them.
Plenty of upside for
$SMCI yet, the other two may go up purely because theyve reached valuations that make it hard to short.
When you look at SMCI's partnerships, customers, accelerating order backlog, you wonder why institutions have added 50% to their portfolio allocations.
When trump mentioned about who wins the AI race, you need to wonder who can accomodate all customer bases, not just who is the most hyped now.
Its often the stocks that are manipulated the most that are the long term winners.
