Super Duper Micro (SMCI)

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In our inaugural “Just the Tips” podcast (recorded 2/25/2024), three Wall Street and tech industry veterans (George, Gordon, and Bruce – “stage names” to protect the “innocent”) as they share their candid (and irreverent) takes on tech stocks. Periodically (as often as we can -- we have day jobs!) we will make the bear and bull case for a tech stock. Our first “victim” is Supermicro ($SMCI – “Super Duper Micro!”)

In this episode, we address:

• The emotional rewards of losing money (generating “alpha”!) on shorts
• Palo Alto Networks ($PANW) and implications for their recent bed defecation
• NVDA blowout, the smell of Jensen Huang’s jacket, and implications for interest rates
• West Coast vs. East Coast Investing, FOMO and Momentum investing
• The highly motivating impact of CEO packages designed to make the CEO filthy rich (the Hock Tan plan)
• How big will the Artificial Intelligence (AI) investment cycle be? Is it just for generating Podcast thumbnail graphics?
• Are “servers” a commodity – or not?