Matt Tuttle says he's holding his shares of Supermicro (SMCI) after the company signaled a weaker third quarter than previously expected. He expects the stock to have more downside action but believes in its long-term potential. Nvidia's (NVDA) Blackwell A.I. chip is what Matt anticipates will offer strength for Supermicro, even as Nvidia tries to keep Huawei from stealing market share.