$Super Micro Computer(SMCI.US)
SMCI has had an impressive run, but lately the price action feels a bit stretched to me. After such a strong rally, it’s not surprising to see more volatility and some pullback starting to appear.
What concerns me slightly is that a lot of the optimism is tied to AI demand staying very strong. With recent discussions around efficiency and spending, I’m not entirely sure if the growth expectations might be a bit too high in the near term.
I still think the company is well positioned in AI infrastructure, but for now I would be more cautious and avoid chasing at current levels. #NewDiscussionZones
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