Why are you still optimistic about SMCI?
$Super Micro Computer(SMCI.US$ Many friends ask me, why are you still optimistic about SMCI?
1. Currently, AI is still the driving force behind the rise in US stocks. This is completely different from the previous internet bubble.
2. As a well-deserved boss, Nvidia has nothing but surprises and no risks before the next quarterly report.
3. As Nvidia's chip delivery accelerates, there is room for further improvement in SMCI's performance.
There is no shortage of money in US stocks; what they lack is room for imagination, then SMCI will give you this space now.
How much will it rise?
If most people predict 1200 then I think I get 1500.
1. Currently, AI is still the driving force behind the rise in US stocks. This is completely different from the previous internet bubble.
2. As a well-deserved boss, Nvidia has nothing but surprises and no risks before the next quarterly report.
3. As Nvidia's chip delivery accelerates, there is room for further improvement in SMCI's performance.
There is no shortage of money in US stocks; what they lack is room for imagination, then SMCI will give you this space now.
How much will it rise?
If most people predict 1200 then I think I get 1500.
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