Super Micro Computer Q1: Red Flags, Lessons Learned, And Hope Ahead (Rating Downgrade)

I must admit that my experience with Super Micro Computer (NASDAQ: SMCI ) has taught me a lot. To begin with, valuation is king in investing. Especially when a company is being scrutinized for regulatory misconduct of any kind, oneOliver Rodzianko is an investment analyst specializing in the technology sector, grounded in timeless value principles. His expertise spans AI, semiconductors, software, and renewable energy, with a focus on companies that demonstrate resilient management and lasting competitive a ...