My last work on Super Micro Computer, Inc. (SMCI) was published on May 8. That article was titled “Super Micro Computer Q3: The Less-Discussed Topics (Rating Downgrade)”. As stated in the title, the ...
Right now, I believe that SMCI's sharp drop on February 16 may indicate a mass exodus of institutional investors. The undervaluation has long turned into overvaluation, and as of today, the market has ...