Add SMCI to the Long Side

03/18/24 03:25PM EDT

ADD: Super Micro Computer Inc. (SMCI) to the Investing Ideas Long list.

Commentary below from Keith within "Real-Time Alerts" delivered to #HedgeyeNation today.

Go Anywhere means we do the real work on LOTS of stocks!

Coaching Notes:

1. I reviewed The Setup on NVDA, AMD, and SMCI into the FOMC meeting (this morning on both The Call @ Hedgeye and The Macro Show)

2. So it's good to see SMCI selloff towards the LRR (low-end of the Risk Range)

3. Felix Wang just launched with a bullish fundamental view on the name,

KM
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