Brett Kessler (@BrettKessler__)
@BrettKessler__
My portfolio, my thoughts. Sharing analysis on stocks I own or am actively interested in, Macro and Bitcoin. Not financial advice.
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I am watching the market today, and the panic selling hitting Super Micro Computer $SMCI is an absolute, multi generational buying opportunity.
The market is completely overreacting to short-term margin noise, entirely missing the physical reality on the ground. There is simply not enough compute in the world, and the demand is never going away. 🧵
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