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Super Micro: GB300 Demand Is Real - So Is The EPS Damage (Rating Downgrade) [Seeking Alpha]

Super Micro Computer, Inc.  (SMCI) 
Last super micro computer, inc. earnings: 8/3 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: ir.supermicro.com/investor-relations
PDF Shares are down close to 40% since my last article, and investor pessimism returned to this stock. I downgraded to a hold. Intense competition from tier-1 OEMs and ODM [Read more]