It’s not whether we know all we can, it’s whether we know enough. And with regards to SMCI, we don’t know enough. What’s funny in a sad way is that everyone seems focused on when they’ll file their annual report, not about what’s actually going to be in that report.
One clue we do know is that they lowered this year’s guidance so that the top of the range is now below what was the bottom of their range.
But, at this point I’ve already spent more brain cells on SMCI than it deserves. Best of luck to longs.