Buy SMCI by Oct 20, 2026.

Margins - doubled to 15% Shorts - 18% of float Backlogged revenues: 3 years worth of 2025 booked in a single quarter (60b) Risks: \- scandals as usual, but with all this data center business flowing to them, CEO has his eyes on bigger pastures \- dilution to realize the gains At forward PE of 12, and with the latest press release, I imagine shorts will unwind. Position: 4200 shares, sell limit 124.