Super Micro: Q3 Preliminary Results Overreaction Masks A CapEx Supercycle

Since my last coverage , Super Micro (NASDAQ: SMCI ) has pulled back sharply following the company’s disappointing preliminary results. However, Super Micro's Q3 preliminary results top-line miss is not an indication of weakening demand; it's a byproductHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and M ...