Super Micro Computer: There's Still Gas Left In The Tank

Super Micro Ready To Ride On Nvidia's Hype In my previous bullish SMCI article in March 2024, I upgraded my thesis on Super Micro Computer, Inc. (NASDAQ:SMCI) stock. While not bearish, I explained why my previous cautious ratings (Hold) didn't seem justified, as the AI hype has demonstrated its sustainability for SMCI. As one of the leading companies focusing on AI rack server solutions, Super Micro is in a prime position to leverage Nvidia's (NVDA) leadership as the AI chips designer. Nvidia's Q1 earnings ...