Supermicro Computer Mystery: Who delayed shipments and cash flow? Trading plan 📉
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YouTubeVALUESTER: The Nasdaq Narrative Podcast
Supermicro Computer Mystery: Who delayed shipments and cash flow? Trading plan 📉
Intraday SMCI sits in the low 30s as the AI server “picks and shovels” story collides with trust and execution risks. We trace the timeline from the March 13, 2024 peak to the August 27, 2024 accounting allegations, the October 24, 2024 auditor shock, and the November 4, 2025 FY2026 Q1 print that highlighted thin gross margin, deep negative ...
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