PSG2010
09-22

$SUPER MICRO COMPUTER INC(SMCI)$ Looks like another 50% plus growth year for Supermicro to around $26-$30 billion. Hard to find growth companies like this selling for only 11-12 times forward earnings. Hindenburg? They have probably covered. Law suits? They will combine into one, and it will take many, MANY years for them to try and prove their claims. I’m all in…


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