Super Micro Computer Could Still Generate High Long-Term Alpha

Despite the massive growth that the company has seen recently, many analysts consider the contraction in multiples and price from the March 2024 high to be a buying opportunity. I do not disagree that buying at the present price could lead to significant alpha if my outlined growth catalysts come to fruition, which I mentioned above and am bullish about. If we are to take Wall Street's word for it and then be slightly more optimistic based on my macro outlook, a reasonable revenue CAGR could be 27.5% over t ...