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Posted by
Two Blokes May 2 -
Filed in
Stock
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Don't overreact to Super Micro Computer, Inc.'s Q3 miss. It's mainly a temporary setback due to GPU rollout delays. The volatility is a chance to buy into the longer-term AI growth story. Be aware of Super Micro's reliance on Nvidia GPUs. It's a significant risk, but also know they're diversifying supply chains to reduce geopolitical exposure and make future quarters smoother. Short-term macro worries and recession talk might pressure SMCI stock in the near term, but keep perspective. Upcoming Fed rate cuts and ongoing AI expansion strongly favor holding through turbulence.
