In today’s post:
💰 $60B Booked. Stock Still $30
💰 $60B Booked. Stock Still $30
Super Micro Computer $SMCI ( ▲ 2.09% ) just posted preliminary FQ4 numbers that should have sent the stock into orbit.
Instead it's sitting at $30.
Is the market ignoring the best-value AI infrastructure play on the board, or is it pricing in something uglier?
Let's look at the evidence.
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