It's kind of a shame about SMCI. I owned 1,000 shares a while back, maybe 1-2 years ago, and lost a bit of money before I figured out that management doesn't seem to be able to get out of its own way. I'm much happier being in $Advanced Micro Devices(AMD)$  and $Broadcom(AVGO)$  for the AI hardware play. Kind of sorry I missed out on the memory stocks, but that segment is such a commodity play and that's always dangerous.

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