Strong Buy SMCI by Aug 27, 2026.

(For those who want to skip the preamble, skip down three paragraphs. For those two-sentence sort of folks, skip to the TL;DR. If your name is Quentin, consider changing it??) If you've been here for more than two minutes, you're aware that AI is currently All. The. Rage. Capex spend is going absolutely buck-wild, causing this market to go ballistic in ways we've never seen before. Some would argue it's a bubble, and in a way I think it is, …