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Supermicro Stock Analysis: The AI Revolution's Underdog or a Risky Bet?
I recently wrote thesis on Supermicro ( $Super Micro Computer (SMCI.US)$ gathering my thoughts on their future prospect. With all the AI hype going around the stock, and their now deep relationship with Nvidia will this bull case with Supermicro be finally at their bottom and ready for the next run? Personally I did not get this stock at a $1000 ($100) a share as I was patiently waiting for a dip when my friend excited tell me that this stock was having a run up, but soon became gloomy when the stock have huge drawdown. I personally do not get into stock when everyone is happily celebrating while the stock is getting ridiculously priced.
Now, at such a beaten down price will my thesis be proven right? Read more on Substack on my Supermicro Stock Analysis and let me know in the comment section would love to know your thoughts about it!
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