Serenity
@aleabitoreddit
Only on X, don’t trust fake accs
AI/Semi Supply Chains Research
NFA DYOR, no paid promos; may trade/hold names disc, views my own.
Joined July 2025
201 Following 1M Followers
In another world, $SMCI would look more like $DELL?
If they didn't try smuggling $NVDA GPUs using hairdryers...
Regardless, SMCI guiding $65-72B FY 2027 revenue off a ~$25B MC is pretty crazy the more I look at it.
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