Super Micro Computer: I Am Greedy While Others Are Fearful
Portfolio Pulse from
Super Micro Computer (SMCI) is considered undervalued due to fears of accounting issues and a DOJ investigation. However, its partnerships with NVIDIA and AMD support its credibility. Preliminary FQ1 2025 results show strong revenue growth and improved margins, driven by AI GPU demand.
November 13, 2024 | 11:45 am
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Super Micro Computer is undervalued due to fears of accounting issues and a DOJ investigation. However, partnerships with NVIDIA and AMD support its credibility. Preliminary FQ1 2025 results show strong revenue growth and improved margins.
The article suggests that the market's fears about SMCI's accounting practices and DOJ investigation are exaggerated. The company's partnerships with reputable firms like NVIDIA and AMD enhance its credibility. Additionally, strong preliminary FQ1 2025 results indicate robust business performance, likely leading to a positive short-term impact on the stock price.
CONFIDENCE 85
IMPORTANCE 90
RELEVANCE 100