ADD: Super Micro Computer Inc. (SMCI) to the Investing Ideas Long list.
Commentary below from Keith within "Real-Time Alerts" delivered to #HedgeyeNation today.
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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 |
