$Super Micro Computer(SMCI.US) this drop isn’t just noise — it’s more of a regulatory/credibility overhang than a clean one-off hit. News around export control violations tied to AI servers triggered the selloff, and even if the company isn’t directly charged, governance risk gets repriced hard.

So this isn’t a pure “bad news → bounce” setup. It’s more like uncertainty stays in the chart. Short term you can get oversold bounces, but structurally it’s no longer just a technical dip buy.

@Bridge Buzz SG