$SUPER MICRO COMPUTER INC(SMCI

$SUPER MICRO COMPUTER INC(SMCI)$ SMCi: Revenue growth was 100%. Earnings growth 300%. They are in their 4th or 5th year of 100% revenue growth. 2x to 3x profit growth follows 100% revenue growth. AI infrastructure spending is up significantly from 2023 and 2025 will grow significantly over 2024. SMIC is expecting significant growth next year again and are in the middle of significant capacity expansion. The stock has become very cheap vs this year and next year’s growth.

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