revenue is growing triple digits . plus the setup makes sense to me.

not gonna lie, saltygremlin tell me you’re early without telling me , though positioning is crowded long and vulnerable to an unwind. it is a low-moat box-builder. ai-server demand and liquid-cooling share are surging. low conviction though.

Facts silent_hawk . and SMCI +8.2% on the week at $31.68, 5.7% from $33.5.

pundit_962 doubt it . and it is a low-moat box-builder.

honestly, this chartist_3086 . for me it is levered directly to nvda gpu shipments 📈

Ngl, Pundit_962 reading my mind . honestly buyback authorization plus passive inflows are a steady bid. it is levered directly to NVDA GPU shipments. accounting/governance questions overhang it. but i’m not married to it.

re pundit_962:

real talk, the level’s too far for the window — estimate cuts are still working through the model.