Shadi Mitwalli

Technology

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas4 topics

Capex Investment1Margin1Demand1Geographic Expansion1

Question History2 questions

SMCISupermicro1 quarter

2025 Q3

I was just wondering if we can get some more color here on the timing and maybe just the overall impact of these new facilities would have

Capex InvestmentMarginView in transcript →

I was just curious if we can get some more color on this program? And maybe what led to the creation of it

DemandGeographic ExpansionView in transcript →