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Strategies & Market Trends : Fundamental Value Investing

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To: bruwin who wrote (4685)	7/3/2025 10:10:53 AM
From: E_K_S	Read Replies (1) of 4719

I asked for the F-score and followed it up w/ their channel stuffing. I have been following SMCI as it provides enterprise AI chips w/ CSCO & HPE as competitors. Decided to pass on SMCI because of their channel stuffing and the CEO is still there. So decided on HPE and continue to build position after the JNPR was on hold then last week was approved. -------------------------------------------------- Both CSCO & HPE have good F-Scores So, I used my earlier knowledge on SMCI 'cooking their books' and then had Perplexity follow up on my thesis.

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