Serenity
@aleabitoreddit
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AI/Semi Supply Chains Research
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加入 July 2025
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Bro Charles the $SMCI CEO needs to become a politician.
I’ve never seen a guy dodge so many questions on a Q&A earnings transcript before.
- “what’s your 2027 gross margins”
A: “we look forward to growing them
- “do you anticipate margins to improve September?”
A: September. Which is September?
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