Super Micro Computer: Be Greedy When Others Are Fearful (Rating Upgrade)
Super Micro Computer(SMCI) Seeking Alpha·2024-10-06 07:17
Server company Super Micro Computer (NASDAQ: SMCI ) (NEOE: SMCI:CA ) has taken investors on a rollercoaster ride in the last year: first, shares soared on accelerating demand for AI-optimized servers, and then a short seller ignited a massive consolidation that lasts Analyst's Disclosure: I/we have a beneficial long position in the shares of SMCI, AMD, NVDA, AVGO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving c ...