Core Viewpoint - The company Super Micro Computer, Inc. (SMCI) is viewed positively, with a Buy rating being reiterated due to market mispricing of the company's potential [1] Group 1: Investment Philosophy - The investment philosophy emphasizes GARP (Growth at a Reasonable Price) with a focus on companies that have aggressive growth prospects and are expected to become highly profitable within 1-2 years [1] - The approach includes long-term discipline and consistent alpha generation, while also acknowledging the presence of risk [1] Group 2: Analyst's Position - The analyst has no current stock, option, or similar derivative position in any of the companies mentioned but may initiate a long position in SMCI within the next 72 hours [1] - The article reflects the analyst's personal opinions and is not influenced by compensation from any company mentioned [1]
Super Micro Is Selling Time-To-Online And Not Just Servers