Brett Kessler (@BrettKessler__) “I am watching the market today, and the panic selling hitting Super Micro Comput” — TopicDigg
Brett Kessler
@BrettKessler__
My portfolio, my thoughts. Sharing analysis on stocks I own or am actively interested in, Macro and Bitcoin. Not financial advice.
加入 September 2025
547 正在关注 719 粉丝
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. 🧵
显示更多
