Nov. 26 at 7:44 AM
$SMCI is up after hours because SMART - BIG money - is CONNECTING THE DOTS EARLY AT A DISCOUNT
google needs a fast mover to get the tpu infrastructure up and running…. SMCI is fastest to market
it 100% won’t be
$DELL they are slow as molasses
$HPE is also to extremely slow it will take them 2+ years to catch up
Nvidia chose SMCI when the gpu super cycle began and SMCI ran 10x from there
$GOOGL is about to start a TPU super cycle and fastest to market on new builds is SMCI … SMCI sits in the drivers seat to have a repeat of what happened during the early stages of the GPU cycle just with a TPU super cycle and google !!!!!!
Very bullish the google update also comes with smci stock being dirt cheap due to moronic bears driving the price down after an expected earnings
Buy up this will soon have a micron moment