SMCI's recent earnings report showed insane revenue growth, but the market just wouldn't buy it. After-hours saw a brief rally, but it still ended up in the red. It seems profit margins are the real game-changer. The AI sector's leadership keeps rotating, and you have to hand it to Supermicro for turning a positive into a negative. This wave feels like a trap if you bought in, and regret if you didn't. Thinking about adding more requires further consideration—can we get a little faith premium? A day of being ruthlessly schooled by the market, emotions split between helplessness and wanting to wait a bit longer.