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Super Micro Computer (SMCI US)
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35
Analysis
Information Technology
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United States
Super Micro Computer, Inc. designs, develops, manufactures and sells server solutions based on modular and open-standard x86 architecture. The Company's products include servers, motherboards, chassis, and accessories.
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bearish
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Thematic (Sector/Industry)
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02 Dec 2023 21:29
What to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025?
Names to Avoid if AI Server Will Continue to Squeeze General Server Market in 2024-2025? Different from consensus, we expect non AI server market...
Andrew Lu
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1.3k Views
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bullish
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KKR & Co
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10 Jun 2024 22:07
Jun24 S&P 500/400/600 Index Rebal - Both More and Less Interesting Than You Think, But 3 Big Buys
The S&P500/400/600 rebalance is interesting. As usual, some names will get overbought early, and others will not get bought enough. For a bunch of...
Travis Lundy
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332 Views
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bullish
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Thematic (Sector/Industry)
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10 Apr 2024 19:19
Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales
Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales; we might see AI server, WiFi/networking, and NAND vendors in US to beat 1Q24 but...
Andrew Lu
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1k Views
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bullish
•
SK Hynix
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22 Mar 2024 01:38
Why HBM is the Hottest Thing in Memory
Micron's earnings is just a rehash of what I already talked about. Memory pricing increase is driven by HBM shifting the mix of investment there,...
Fabricated Knowledge
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590 Views
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bullish
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Air Lease Corp
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04 Mar 2024 00:57
S&P 500/400/600 Index Rebal - It's Not The Trade You Think
The S&P DJI Index Committee announced the March index rebals. Everybody is looking at SMCI because it has run hard til now. That's missing the...
Travis Lundy
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502 Views
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