NVDA
NVIDIA
-- 145.140 PLTR
Palantir
-- 69.850 SMCI
Super Micro Computer
-- 41.810 TSLA
Tesla
-- 357.930 MRVL
Marvell Technology
-- 118.150 
Undervalued AI potential and competitive analysis of Nvidia
Super Micro Computer (Super Micro Computer, $Super Micro Computer (SMCI.US)$ After announcing strong sales data recently, its stock price surged by over 15%, which has raised market concerns about its future performance. According to the company's press release, it will ship over 0.1 million liquid-cooled GPUs to AI datacenters every quarter, demonstrating its potential in the rapidly growing AI market.
1. The underestimated potential of Super Micro Computer
Super Micro Computer's stock price has risen in recent stock market volatility following its strong sales data, possibly indicating that the company's previous stock price was underestimated. According to Yahoo Finance data, SMCI's PE ratio is around 12.8, which compared to the industry average of 20.5, shows its relatively underestimated potential. This means investors may see higher returns in the future, especially with the continuous expansion of the AI market.
2. A Comparison Between NVIDIA and Super Micro Computer
In the AI and GPU markets, $NVIDIA (NVDA.US)$ NVIDIA is undoubtedly the leader, holding over 90% market share. According to Statista data, NVIDIA's revenue in 2023 is expected to reach $46 billion. Although NVIDIA has a clear technological advantage, its PE ratio is as high as 50.3, indicating high market expectations for its future growth.
In comparison, although Super Micro Computer has a smaller market share, its growth potential and undervaluation make it an attractive investment choice. According to MarketWatch's report, SMCI's annual growth rate is expected to exceed 30%, which is quite competitive in the current market environment.
Overall, Super Micro Computer shows underestimated potential in the fast-growing AI market. Despite NVIDIA's technological leadership, the overvaluation of its stock price makes Super Micro Computer a more attractive choice, especially against the backdrop of rising demand for AI. For investors looking to invest in the AI sector, SMCI may offer a more cost-effective opportunity.
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SMN191314 : Underestimated. Today will hits 50. Next week 60
103226286 : This is a super bargain stock to be honest , that can on par with palantir in terms of valuation, performance . Futuristic prospects and growing ability.