So the FUD is in overdrive, with some legitimate issues to be sure. The boot from the Nasdaq 100 was expected.. are the going to keep SMCI over PLTR or microstrategy? Of course not. But does that indicate SMCI is in trouble? Why do they want to raise money, they don't have a ton of debt.. the answer is rapid growth and to service the robust order pipeline, get their new factory online, launch new products... if the business is shrinking and can't sell their widgets you have to worry. I look at the overall picture here and I see a FUD setup to shock retail into buying the FOMO and dumping on panic as they step it down. Smart money wants to own this cheap and take us for a ride. But where to buy if you want to? I am seeing rapid growth, with profit, reasonable debt, on a pure AI growth play.... where can you find anything like this growth at this multiple.. unless they are all going to jail and shut the doors this just doesn't make sense.. even JP Morgan said order and customers are not going away but they cut the price target dramatically. High risk but if it is mostly FUD this is a very rare opportunity IMO.

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