DeepSeek Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.2) Summary * DeepSeek has multifold lower opex and cluster costs than Western rivals,
Notes Note: Supermicro - Improving Fundamentals But Worsening Delisting Risks Summary * Supermicro (SMCI) faces severe accounting issues, potential SEC lawsuits, and delisting
