Super Micro Computer: Why I Believe The Show Must Go On
Super Micro Computer(US:SMCI) Seeking Alpha·2024-03-01 21:40magnez2/iStock Unreleased via Getty Images Investment thesis My previous bullish thesis about Super Micro Computer, Inc. (NASDAQ:SMCI) calling the stock "dirt cheap" was a very nice bet because the stock price has tripled over the last three months, which is a sensational rally and I hope that it made solid returns for my readers. A lot has happened since December 2023, and today I want to update my thesis with new insights and an updated valuation, which is crucial because there was a big guidance boost du ...