$SUPER MICRO COMPUTER INC(SMCI

$SUPER MICRO COMPUTER INC(SMCI)$ Updating my pre-earnings analysis before factoring in the potential for revenue to double.

If they succeed, that would double AMD's revenue. Even without the additional revenue, SMCI trades at a huge discount compared to AMD and even compared to its own five-year history. And their EPS growth is much higher.

I've never understood the previous drop or why it's still trading around $30 like a value stock. All companies need capital to fund this kind of growth.

I'm still holding.

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