These are the ultimate "picks and shovels" value plays in the AI space right now. While mega-cap designers get crazy premiums, these 3 are trading at dirt-cheap multiples despite record backlogs and historic structural demand.
The breakdown:
$SUPER MICRO COMPUTER INC(SMCI)$ : Trading at roughly 5x forward P/E despite a $65B-$72B FY27 revenue target. Integrator king shipping NVL72 racks on schedule.
$SK hynix(SKHY)$ : Roughly 5x forward P/E. High-Bandwidth Memory kingpin with 257% YoY growth plus massive hidden value in an upcoming Solidigm U.S. IPO.
$Micron Technology(MU)$ : 16 forward P/E with take-or-pay supply contracts locked in for around $100B in revenue visibility plus $22B in customer deposits. The market treats them like old cyclical commodity plays, but they are essential infrastructure monopolies right now. I have loaded up on these.
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