Super Micro Computer: Be Greedy When Others Are Fearful
Portfolio Pulse from
Super Micro Computer (SMCI) has been upgraded to a Strong Buy due to cleared regulatory uncertainties, compelling valuation metrics, and strong technical setup. The company has addressed delisting concerns with a NASDAQ extension and new auditor, validating its 181% YoY revenue growth and compliance with export regulations. Nvidia's demand for Blackwell GPUs positions SMCI for significant revenue growth.
December 18, 2024 | 7:45 am
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Super Micro Computer has been upgraded to Strong Buy due to resolved regulatory issues, strong revenue growth, and a strategic partnership with Nvidia. The company's NASDAQ extension and new auditor address delisting concerns.
The upgrade to Strong Buy is based on SMCI's resolution of regulatory uncertainties, which removes a significant risk factor. The company's impressive revenue growth and strategic partnership with Nvidia for Blackwell GPUs enhance its growth prospects. The NASDAQ extension and new auditor mitigate delisting risks, further supporting a positive outlook.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100