2ndChance
commented on
In the wave of artificial intelligence (AI), SMCI has become a dark horse in the market with its eye-catching stock performance. Despite being a mid-to-low-end manufacturing company(low gross proft margin), its stock price has increased astonishingly over the past year, far exceeding that of the tech giant Nvidia.
This article will delve into how Supermicro has achieved success in the AI field and analyze the reasons behind it as wel...
This article will delve into how Supermicro has achieved success in the AI field and analyze the reasons behind it as wel...
![SMCI: The Manufacturing Titan and Hidden Worries of the AI Era](https://ussnsimg.moomoo.com/sns_client_feed/73158784/20240626/85336176fb7c25d070484ff0f4cb08e3.jpg/thumb?area=999&is_public=true)
![SMCI: The Manufacturing Titan and Hidden Worries of the AI Era](https://ussnsimg.moomoo.com/sns_client_feed/73158784/20240626/cc9d2c7ee9da03a34d6f4f201681d237.jpg/thumb?area=999&is_public=true)
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$Super Micro Computer(SMCI.US$ Good chance to buy!
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2ndChance
commented on
$Super Micro Computer (SMCI.US)$ - It seem very strange and someone monitoring us after bought the stock price drop.
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2ndChance
liked
Chatterjee justifies Super Micro's premium valuation due to the fast-growing AI-server market. He anticipates earnings upside and expects the company's AI-computing market leadership to persist, driven by custom solutions and quick market entry.
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2ndChance
voted
$Super Micro Computer(SMCI.US$
With the recent AI run up, it seemed that this AI stock has unlimited growth.
But with the -20%, it seems unsure now.
$Super Micro Computer(SMCI.US$
Make your best guess!
With the recent AI run up, it seemed that this AI stock has unlimited growth.
But with the -20%, it seems unsure now.
$Super Micro Computer(SMCI.US$
Make your best guess!
![100 or 1000?](https://sgsnsimg.moomoo.com/feed_image/103063971/15e61118af33302182c6a1ac29a493c7.jpg/thumb)
2ndChance : SMCI is expanding its business due to other big companies do not see us as a rival. So it has advantage of economy of scale and profits will rise faster than big companies in the AI industry.