reseasrch59, does my following thinking have fraud? One reason why I bought SMCI two months ago: I like NVDA so much but worry NVDA may face competition from AMD and INTC. SMCI does business with all of these three, and whoever wins, SMCI would benefit. So I believe SMCI has lower risk than NVDA, AMD and INTC, but it is more undervalued than them.
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