SUPER MICRO COMPUTER OVERVIEW (SMCI STOCK)

Super Micro Computer (SMCI) stock is one of the best performing stocks, and in the past year alone is up over 800%! Wow. What's driving their growth and what do I think of their underlying valuation?

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[mattanonysaurousrex]

I think SMCI has a decent probability of being a great company that investors will see minimal returns on over the next decade. Many people will suggest that you shouldn't look at the price of a company when you buy it, because it's "timing the market". I think this is silly, if you look at major funds, they trim their holdings when they outperform, and add back when they are underperforming. SMCI is in this boat for me.

[TheMrSlyxx]

LOL.. why do people keep making videos about the latest hot 800$ stock that has run up 4000%? It would have been news if someone said this at 100$

[tombo]

Very nice video to explain SMCI, and link it to their financials. Thank you!

[willh]

Oh my...you are talking about dilution in a positive way...

[erdemulubas]

Good research, thank you for this video. A bit too late but still thank you 😅

[sanc]

I always appreciate your perspective. Thanks for sharing it.

[Stefanpu]

Great video! I agree that now one should be very optimistic, speculative even, to expect multiple times growth in valuation from current state.

[tamasberki]

Bought in last fall during the dip, then sold it all a few weeks ago. Not planning to jump back.

[iakobkv]

Would be better if we found it before the run-up, not now ;)

[sns]

it would be helpful to give a summary at the end of the presentation, or your future expectations, stock price and PE, good medium and low risk categories. Thanks

[unrivaled]

SMCI is one of the best performers over the past few years and this is my first look at the underlying business. If you have any familiarity with their products and thoughts about demand in the coming years, would love to hear it in the comments below. Personally, it's too hard for me at this point and think there are easier plays which I call out to my subscribers at www.unrivaledinvesting.com

[dumbcat]

Should cover MicroStrategy MSTR and its supposed 'infinite money glitch'.

[mrman]

can you please review IHS towers. Its 25% of my holdings (at book value)

[ndcombatengineerSpecialist]

The mark of the beast is Artifical intelligence at work

[ObackBaramaUSA]

Daniel, I called out SMCI multiple times in your comments in 2021 while the stock was still at $30. I believe $HITI has potential to be launched on a similar trajectory and would be one happy subscriber if you would find the time to do a video on it 😎❗❗

[ioanparry]

video a few months prior to its S&P500 inclusion probably would've been even last year when the price was incredible

[darth.mingdom]

Aren’t they just growing because their servers contain Nvidia cards? This is a super low margin business growing like it’s hot shit

[scholarlyreader]

SMIC is an overpromoted horse shit


The stock has been in declain for one month straight. Jensen huang is great salesman but not great
Engineer.

[moonshot]

Personally buying up here is incredibly risky despite great earnings recently, that could change very quickly in this environment.

[mrman]

I just want to see if I'm missing something because a company in the cell tower business in the fastest growing economies and with a higher number of towers than SBAC cannot be selling at 1 billion USD market cap while SBAC is at 24 billion. Something is very off