Buy SMCI by Aug 1, 2026.

down about 50% last couple months due to some dilution required for inventory building, combined with executive chip smuggling case, (dell sold same customer). very limited downside here, 100m shares short (about 20%). 80% institutional ownership with 40% of the float owned by retail(so it can move!). current market cap just 16B, almost 1 quarter revenue! full year 26 ends in August and revenue will be about 40B, eps over 2$, 100% growth. Forward p/e 9 for hyper growth. Current …