When I last wrote about Super Micro Computer ( SMCI ) in August, my view was that expectations had finally been reset and that guidance execution would be enough to drive the stock higher. Instead, what followedI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both ...