Q: With the recent news and huge share price drop due to "indictment charging several individuals, including a Super Micro co-founder and board member, a sales manager, and a contractor, of “conspir[ing] to divert billions of dollars” of servers illegally to China in violation of export controls"

1) Is this a good buying opportunity if the investing time horizon is 3+ years?
2) does this recent news affect the future earnings potential of this company?

Thanks in advance.

Q: Hi 5i Team - I have a small position in Super Micro Computer but am not sure whether to add to it or sell it and use the proceeds elsewhere. Could you provide an update on fundamentals, insider ownership and your opinion on its potential going forward over the next couple of years.

If I decide to sell, is there another similar company that might have better prospects.

Thank you.

Q: Good Morning
With all the increases in Capex spending what specific stocks do you see as benefitting short and long term? This might seem like an obvious question but with all the negative momentum it needs asking. Thank you