SMCI would be directly benefiting with increasing AI spend!-To The Moon - Tiger Brokers Online Investing Community - To The Moon

128
1
Favorite

SMCI would be directly benefiting with increasing AI spend!

CatherineGunter
04-25

$SUPER MICRO COMPUTER INC(SMCI)$

Is $Meta Platforms, Inc.(META)$ a customer of SMCI?

Yes, there is strong evidence that Meta (formerly Facebook) is a customer of Super Micro Computer (SMCI). Here's what we can glean from several sources:

Analyst reports: Financial analysts following SMCI frequently mention Meta as a significant customer, even estimating Meta's contribution to SMCI's revenue at around 20% [multiple sources].
News articles: News articles discuss Meta's substantial investment in AI hardware, which aligns with SMCI's core business of providing server and storage solutions [multiple sources].

While SMCI doesn't publicly disclose its customer list, the weight of this evidence suggests a customer relationship between the two companies.

Given that META is aggressively increasing its AI spend, guess which company would be directly benefiting? SMCI!

That translates to them buying more GPUs which in tern increases revenue of OEMs like SMCI and NVIDIA. META increases spending on AI infrastructure and they are already SMCI LARGEST customer that is good news for SMCI earnings/revenue. SMCI stock price is now priced in for an earnings MISS.

$Tesla Motors(TSLA)$ ’s and Meta’s recent conference calls confirmed that they will increase cap expenditures in AI GPUs and hyperscale servers. SMCI is ready to deliver.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

128

Report

Comment（1）

Top
Latest

thenameis.z
·04-25
Great article, would you like to share it?
Reply
Like
Report

Most Discussed

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":299130290397264,"tweetId":"299130290397264","gmtCreate":1714035800611,"gmtModify":1714038664134,"author":{"id":9000000000000657,"authorId":9000000000000657,"authorIdStr":"9000000000000657","name":"CatherineGunter","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"SMCI would be directly benefiting with increasing AI spend!","html":"<html><head></head><body><p> <a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"SUPER MICRO COMPUTER INC\" href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v></p><p>Is  <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>  a customer of SMCI?</p><p style=\"text-align: left;\">Yes, there is strong evidence that Meta (formerly Facebook) is a customer of Super Micro Computer (SMCI). Here's what we can glean from several sources:</p><ul style=\"list-style-type: initial;\"><li><p><strong>Analyst reports:</strong> Financial analysts following SMCI frequently mention Meta as a significant customer, even estimating Meta's contribution to SMCI's revenue at around 20% [multiple sources].</p></li><li><p><strong>News articles:</strong> News articles discuss Meta's substantial investment in AI hardware, which aligns with SMCI's core business of providing server and storage solutions [multiple sources].</p></li></ul><p style=\"text-align: left;\">While SMCI doesn't publicly disclose its customer list, the weight of this evidence suggests a customer relationship between the two companies.</p><p style=\"text-align: left;\">Given that META is aggressively increasing its AI spend, guess which company would be directly benefiting? SMCI!</p><p>That translates to them buying more GPUs which in tern increases revenue of OEMs like SMCI and NVIDIA. META increases spending on AI infrastructure and they are already SMCI LARGEST customer that is good news for SMCI earnings/revenue. SMCI stock price is now priced in for an earnings MISS. </p><p> <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"Tesla Motors\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> ’s and Meta’s recent conference calls confirmed that they will increase cap expenditures in AI GPUs and hyperscale servers. SMCI is ready to deliver.</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"SUPER MICRO COMPUTER INC\" href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v></p><p>Is  <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>  a customer of SMCI?</p><p style=\"text-align: left;\">Yes, there is strong evidence that Meta (formerly Facebook) is a customer of Super Micro Computer (SMCI). Here's what we can glean from several sources:</p><ul style=\"list-style-type: initial;\"><li><p><strong>Analyst reports:</strong> Financial analysts following SMCI frequently mention Meta as a significant customer, even estimating Meta's contribution to SMCI's revenue at around 20% [multiple sources].</p></li><li><p><strong>News articles:</strong> News articles discuss Meta's substantial investment in AI hardware, which aligns with SMCI's core business of providing server and storage solutions [multiple sources].</p></li></ul><p style=\"text-align: left;\">While SMCI doesn't publicly disclose its customer list, the weight of this evidence suggests a customer relationship between the two companies.</p><p style=\"text-align: left;\">Given that META is aggressively increasing its AI spend, guess which company would be directly benefiting? SMCI!</p><p>That translates to them buying more GPUs which in tern increases revenue of OEMs like SMCI and NVIDIA. META increases spending on AI infrastructure and they are already SMCI LARGEST customer that is good news for SMCI earnings/revenue. SMCI stock price is now priced in for an earnings MISS. </p><p> <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"Tesla Motors\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> ’s and Meta’s recent conference calls confirmed that they will increase cap expenditures in AI GPUs and hyperscale servers. SMCI is ready to deliver.</p></body></html>","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Is $Meta Platforms, Inc.(META)$ a customer of SMCI? Yes, there is strong evidence that Meta (formerly Facebook) is a customer of Super Micro Computer (SMCI). Here's what we can glean from several sources: Analyst reports: Financial analysts following SMCI frequently mention Meta as a significant customer, even estimating Meta's contribution to SMCI's revenue at around 20% [multiple sources]. News articles: News articles discuss Meta's substantial investment in AI hardware, which aligns with SMCI's core business of providing server and storage solutions [multiple sources]. While SMCI doesn't publicly disclose its customer list, the weight of this evidence suggests a customer relationship between the two companies. Given that META is aggressively increasing its AI spend, guess which company would be directly benefiting? SMCI! That translates to them buying more GPUs which in tern increases revenue of OEMs like SMCI and NVIDIA. META increases spending on AI infrastructure and they are already SMCI LARGEST customer that is good news for SMCI earnings/revenue. SMCI stock price is now priced in for an earnings MISS. $Tesla Motors(TSLA)$ ’s and Meta’s recent conference calls confirmed that they will increase cap expenditures in AI GPUs and hyperscale servers. SMCI is ready to deliver.","highlighted":1,"essential":1,"paper":2,"likeSize":128,"commentSize":1,"repostSize":8,"favoriteSize":0,"link":"https://ttm.financial/post/299130290397264","repostId":0,"isVote":1,"tweetType":1,"viewCount":689,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["META","TSLA","SMCI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":true,"length":1132,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":299111599628360,"gmtCreate":1714051419325,"gmtModify":1714051422778,"authorId":4158720698262072,"author":{"id":4158720698262072,"authorId":4158720698262072,"name":"thenameis.z","avatar":"https://community-static.tradeup.com/news/cc879a9545469342d2688989984f2a65","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.27","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/f84859c65fc2d7681e28f6b8e9b0535a","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":299130290397264,"type":1,"supId":0,"prevId":0,"content":"Great article, would you like to share it?","text":"Great article, would you like to share it?","html":"Great article, would you like to share it?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}