Q: Who are competitors to SMCI, and which one would benefit most in long term from the tanking of SMCI so I can initiate a position today? Thank you.

Q: Is Peter and team still bullish on NVDA not withstanding Super Micro's issues?

Q: I'm trying to find reasons not to buy a little taste of this. With all of the oockroaches etc hiding here, what are the odds of a takeover? Would another company step in here and purchase and if so, what could a projected sale price look like? At what point does the risk/reward make sense if a buyout is unlikely?

My thought is that if the company/governance is terrible but the business is excellent there has to be a price that makes sense but admittedly I am just looking for a reason to do it!