Blackwell And DCBBS Are Game-Changers For Super Micro Computer (NASDAQ:SMCI)
Super Micro Computer(US:SMCI) Seeking Alphaยท2025-09-22 22:13Group 1 - Super Micro Computer, Inc. (NASDAQ: SMCI) is viewed positively with a "Buy" rating, supported by recent earnings results and favorable industry trends [1] - The investment thesis is reinforced by the company's aggressive growth prospects, aiming for high profitability within 1-2 years [1] - The investment philosophy emphasizes long-term discipline and consistent alpha generation, while acknowledging some level of risk [1]