Sep. 3 at 10:23 AM
$SMCI SHORTS ARE PLAYING WITH GASOLINE NEXT TO A BONFIRE. 🔥😂
The 10-K got filed.
Revenue is massive.
AI demand is still exploding.
SMCI is profitable.
And the valuation is STILL sitting at bargain-bin levels versus
$DELL,
$HPE and
$CRWV.
Yet shorts are still piling in like this is some dying company.
That’s the setup.
All it takes is ONE strong catalyst — margin expansion, another monster order, stronger guidance, analyst upgrades, or institutional buying, and this can turn into a COVERING STAMPEDE.
And when shorts all reach for the exit at the same time?
Good luck. 🚪🏃♂️🏃♂️🏃♂️
The funniest part is bears keep screaming “fraud,” “war,” “smuggling,” “accounting,” “next scandal” while the BUSINESS keeps moving forward.
Eventually the tape stops caring about recycled fear.
Then the valuation gap starts closing.
Then momentum traders pile in.
Then shorts start buying the same shares they spent months attacking. 😂
That’s when SMCI can get absolutely VIOLENT.
I’m not here for a cute 5% bounce.
I’m here for the day the shorts realize they overstayed their welcome. 🔥🐂🚀
$SPY
