Buy SMCI by Sep 8, 2026.

**SMCI DD:** **Position** Long SMCI. Not financial advice. I made hundreds of thousands on position then got nuked in 7 days Gpt 5.5 analysis confirming my thesis citing Charles keynote at computex **The Setup** For the last year the market has been treating Super Micro Computer (SMCI) like a glorified server assembler. The thesis goes something like this: Nvidia gets all the profits. SMCI screws GPUs into boxes. Margins compress. Competition increases. Earnings disappoint. Reasonable thesis. The problem is that …