Super microcomputer (SMCI) has been the happy beneficiary of the AI lunacy all year long. Until today. I wish I could say I was short this, but I’m not. Nonetheless, it’s heartwarming to see the past two months vanish instantly.
Weirdly, volatility on this thing had withered away in recent weeks, because, self-evidently, SMCI seemed to do nothing but Go Up Every Day No Matter What.
