Dec. 5 at 8:24 PM
$SMCI
SP hasn't been this low since almost a year ago, since then the company has grown and grown. I don't think they'll hit 11 bill in revs next quarter, closer to 8.8-9.2 still, a substantial increase qrt/qrt, y/o yr. Lots of headwinds, but they're rebuilding their reputation worldwide, and the biggest Mega caps, are doing deals, no brainer double in a year and a half, glta longs.