$SUPER MICRO COMPUTER INC(SMCI)$ Everything has changed!! 🔨 $40 - $50 friday. Remember Goldman Sachs? It’s no longer relevant; their comment was pre-tariffs. Here and now, the facts are:
- Intel, Nvidia, AMD, and others don’t even have 45% of their production in America.
- $SMCI has over 70% of its production in America.
It doesn’t matter whether it was coincidence or skill that led SMCI to base production in America; what matters is that under the Trump administration's tariff policies, products manufactured in the U.S. are exempt from import tariffs. Super Micro Computer Inc. (SMCI), with over 70% of its manufacturing based in the U.S., benefits from these exemptions. Key HTS codes such as 8542.31 (electronic integrated circuits) and 8471.50 (data processing machines, including servers) are critical to SMCI's operations and fall under exempt categories, reinforcing its competitive position in the domestic market.
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