Super microcomputer (SMCI) has been the happy beneficiary of the AI lunacy all year long. Until today. I wish I could say I was short this, but I’m not. Nonetheless, it’s heartwarming to see the past two months vanish instantly.

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Super microcomputer (SMCI) has been the happy beneficiary of the AI lunacy all year long. Until today. I wish I could say I was short this, but I’m not. Nonetheless, it’s heartwarming to see the past two months vanish instantly.

I didn’t even know SMCI existed until a couple of weeks ago. I tried my hand at puts on it and lost both times, so I wrote it off as toxic. Well, too bad, because SMCI is getting nuked big-time after hours!
