Super Micro Computer: Dirt Cheap, Keep Buying
Summary
Super Micro Computer thrives at the center of the AI infrastructure boom, with robust long-term growth drivers. SMCI's e...
Super Micro Computer thrives at the center of the AI infrastructure boom, with robust long-term growth drivers. SMCI's early shipments of NVIDIA Blackwell systems, strategic partnerships, and exposure to institutional investors position SMCI for continued AI-driven expansion. With a forward P/S below 1 and P/E below 20, SMCI trades at a bargain valuation for its double-digit growth potential, despite manageable risks.