In our inaugural “Just the Tips” podcast (recorded 2/25/2024), three Wall Street and tech industry veterans (George, Gordon, and Bruce – “stage names” to protect the “innocent”) as they share their candid (and irreverent) takes on tech stocks. Periodically (as often as we can -- we have day jobs!) we will make the bear and bull case for a tech stock. Our first “victim” is Supermicro ($SMCI – “Super Duper Micro!”)  In this episode, we address: The emotional rewards of losing money (generating “alpha”!) on shorts Palo Alto Networks ($PANW) and implications for their recent bed defecation NVDA blowout, the smell of Jensen Huang’s jacket, and implications for interest ratesWest Coast vs. East Coast Investing, FOMO and Momentum investingThe highly motivating impact of CEO packages designed to make the CEO filthy rich (the Hock Tan plan)How big will the Artificial Intelligence (AI) investment cycle be? Is it just for generating Podcast thumbnail graphics?Are “servers” a commodity – or not?