Executive Summary
Ernst & Young refused to sign Supermicro's financial statements, stating they were 'unwilling to be associated with the financial statements prepared by management.' This accounting red flag, combined with $4.4 billion in new debt to fund $3.3 billion inventory buildup, creates a dangerous bet on sustained AI demand. Meanwhile, Lululemon trades at 14x earnings despite maintaining strong cash generation, with CEO Calvin McDonald's January departure potentially signaling board pressure from founde...
Key Investment Opportunity
Lululemon Contrarian Recovery
Strong brand equity and cash generation trading at cyclical trough with potential activist catalyst
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