Fundamentals Support Super Micro Computer To Rip Much Higher

JHVEPhoto In our last coverage on SMCI (NASDAQ:SMCI), we had discussed how its first-mover advantage in providing direct liquid cooling ("DLC") solutions at scale in the AIfirst era represents a key near-term growth driver and catalyst for the stock. And in the latest earnings update, management had reaffirmed a strong outlook for DLC shipments through FY 2025. Specifically, the company has quantified the DLC monetization outlook, with expectations for deployments in new global data centers to reach 25% to ...