$SUPER MICRO COMPUTER INC(SMCI)$ 


Super Micro Computer Is Taking A Breath, The Run-Up Should Continue

Super Micro Computer experienced significant growth in Q2'24, playing a central role in the transition to higher capacity computing in the GenAI renaissance. JPMorgan analyst predicts substantial growth in the broader hardware market as AI takes form, presenting an opportunity for SMCI's advanced compute systems. SMCI has plans to expand its production capacity and facilities, aiming to reach a $25 billion annual revenue target and drive significant revenue growth.

The company's strong foothold in the AI market, strategic partnerships with companies like Nvidia, and impressive financial performance make it well-positioned for the AI boom. Super Micro's financial outlook is positive, with raised sales and earnings guidance, a manageable debt level, and healthy cash flow from operations.

Super Micro Computer has the advantage of being first to market, but will that last? But SMCI has certain advantages over the established competition that make them an attractive short-term investment. And the market is pricing in significantly less growth than they can deliver when you factor in the growth opportunities.

# SMCI Joins S&P 500! What's Your Target Price?

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  • William85
    ·02-21
    I agree! SMCI is ready for a high-speed run! 🚀
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  • Aqa
    ·02-23
    👍🏻 Liked and shared.
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  • FrankieRed
    ·02-23
    thanks for sharing
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  • Tom Chow
    ·02-23
    good
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  • KSR
    ·02-23
    👍
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