We are not bullish enough.

Nobody in Wall Street can even tell you the difference between a CPU and GPU.

Elon Musk taking all the credit for building the world’s biggest super computer. All he had to do is plug in the power cable and plug in the data cable.

“Besides building the data center infrastructure”

SMCI literally did everything else.

!!!That is what’s so special about this company!!!

My only Bearish thesis is that everybody’s stupid.

More dumb investors than smart money and stock goes down…