Super Micro Computer: Margin Is Its Achilles' Heel, But Another Problem Is Emerging

Group 1 - The core argument is that Super Micro Computer Inc. (NASDAQ: SMCI) is experiencing high sales growth, but its profit margins are not improving at the same rate [1]. Group 2 - The article emphasizes a long-only, long-horizon, focused value investment style, supported by extensive bottom-up research and accounting and finance experience [1]. Group 3 - There is a potential for initiating a short position in SMCI through short-selling or purchasing put options within the next 72 hours [2]. Group 4 - The article does not provide any recommendations or advice regarding investment suitability for individual investors [3].