I think Smci $SUPER MICRO COMP

I think Smci $SUPER MICRO COMPUTER INC(SMCI)$ is trading at 14x adjusted 2024 EOS and will grow earnings and FCF over next five years at 25% plus. Founder and his wife own 25%. Founder led tech bizs always do better than bureaucratic led tech bizs.

Should be more than NVDA $NVIDIA Corp(NVDA)$ !! Which is 545 !! Keep loading and loading. No resistance until 450, and target is 600 !!

Semiconductor Companies & Industry DIG

The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. What companies in your watchlist? Do you have special comments to share?

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