Super Micro Earnings - A Stellar Report

Andrey Semenov I initiated coverage of Super Micro Computer (NASDAQ:SMCI) in May of 2023 with a Strong Buy-rated article. In this article, I detailed their business strategy and the source of their competitive advantage. I followed this up with a more macro-focused article where I detailed a variety of industry-wide tailwinds and conducted a comparative analysis of Super Micro and the two largest server companies Dell (DELL) and HP (HPQ). In this article, I'll be reviewing the recent earnings report and wil ...