Take a look at SMCI. We're see

Take a look at SMCI.

We're seeing the exact same bearish playbook that was used against Intel a year ago — attacks on leadership (including the Asian CEO), negative sentiment, and constant noise trying to shake confidence.

But the fundamentals tell a very different story.

SMCI has strong revenue, growing demand, and numbers that are already in the same conversation as Intel, yet it sits at a ~$15B market cap versus Intel's ~$500B.

If execution holds, this isn't a $15B company. It has a realistic path toward a $300B–$350B valuation.

We've seen this movie before.

$SanDisk Corp.(SNDK)$ was 2025.

$SUPER MICRO COMPUTER INC(SMCI)$ and $Intel(INTC)$ are 2026.

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