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Super Micro Computer: A Buy For Risk-Tolerant Investors Eyeing AI Growth
Seeking Alpha路 2025-07-11 09:18
When I last discussed Super Micro Computer (NASDAQ: SMCI ), also called Supermicro, I recommended a buy, despite it still being out of favor with investors at the time due to alleged accounting issues. My reason for the buy recommendation onI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend ...
AI Growth Makes Dell A Steal (Rating Upgrade)
Seeking Alpha路 2025-07-07 15:17
Server infrastructure company Dell (NYSE: DELL ) is growing its core business rapidly amid strong demand from Data Centers and is slated to see a material improvement in its operating income profile in the quarters ahead. AsAnalyst鈥檚 Disclosure:I/we have a beneficial long position in the shares of DELL, SMCI, NVDA, AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking A ...
X @Ansem 馃Ц馃捀
Ansem 馃Ц馃捀路 2025-06-29 21:11
$NVDA ~$4T market cap new all time highs- clearest barometer for risk in all markets since 2022- best indicator of investor confidence in tech + AI growth- also reflective of markets confidence in US-China relations & tariffs situation https://t.co/HEPBXiBlmp ...
Buy Micron Stock Down 20% for AI Growth Alongside Nvidia and AMD?
Zacks Investment Research路 2025-06-18 16:15
Hey, hey, hey. Heat. Heat. Heat. Heat. ...
Emcor Group: Long-Term Beneficiary Of AI Growth
Seeking Alpha路 2025-04-27 19:39
Core Insights - The article emphasizes the importance of investing in growth and momentum stocks that are reasonably priced and have the potential to outperform the market over the long term [1] - It highlights David's successful investment strategy, which involved advising investors to buy at the bottom of the financial crisis in March 2009, leading to significant market gains [1] Investment Strategy - David focuses on high-quality growth stocks and employs options as part of his investment strategy [1] - The S&P 500 saw an increase of 367% and the Nasdaq increased by 685% from 2009 to 2019, showcasing the effectiveness of his investment approach [1] Investor Guidance - The article aims to assist investors in making money through strategic investments in quality stocks [1]
Duke Energy and GE Vernova announce significant arrangement for gas turbines and associated equipment
Prnewswire路 2025-04-24 16:29
Innovative partnership provides clear path for Duke Energy to procure up to 11 American-produced GE聽Vernova natural gas turbines Partnership ensures Duke Energy will meet its customers' growing and evolving energy needs driven by economic development and AI growth CHARLOTTE, N.C. and CAMBRIDGE, Mass., April 24, 2025 /PRNewswire/ --聽Duke Energy (NYSE:聽DUK) and GE Vernova (NYSE: GEV) announce a significant partnership for natural gas turbines and other associated equipment to meet the growing needs of advan ...