Super Micro Computer: I'm Buying The Dip
Jetta Productions Inc Investment Thesis Super Micro Computer, Inc. (NASDAQ:SMCI) released fiscal Q4 earnings that beat revenue expectations but fell short of EPS estimates. Shares are down 13% in post-market trading as of the time of this writing, mirroring a nervous market skeptical over the tech sector's ability to sustain the AI-fueled growth. In my view, as an unbiased investor who missed the initial rally, I believe now isn't the time to be nervous. The fundamentals that carried SMCI this far are still ...