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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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bullish
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Taiwan Semiconductor (TSMC) - ADR
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29 Apr 2024 03:10
Taiwan Tech Weekly: Major Week of Earnings; Apple's Edge AI Could Make Your Current IPhone Obsolete
Taiwan rebounded strongly last week alongside Nvidia and U.S. tech. This week will be another major earnings week. Apple's edge AI for user privacy...
Vincent Fernando, CFA
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408 Views
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bullish
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Thematic (Sector/Industry)
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15 Apr 2024 21:59
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Syndicated
The S&P 500 Report: Performance, Profitability, Sentiment & More - #Ed 5
Zooming out first for a big picture perspective - helpful away from the news & chatter: Bears Make Headlines & Lose Money, Bulls Make Money! As...
Maverick Equity Research
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168 Views
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bullish
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Asustek Computer
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31 Mar 2024 21:07
Post Nvidia GTC Industry Impact: Large Quanta Server Win Just the Beginning of an Order Wave?
Quanta secures large orders for Nvidia Blackwell-based servers from tech giants post-GTC conference; Asus's outlook is improving for its AI server...
Vincent Fernando, CFA
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430 Views
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bullish
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Thematic (Sector/Industry)
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05 Mar 2024 21:55
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Broker
Technology - AI Server and AI PC...
In particular, we see AI server order /backlog/pipeline from major server ODM/brands (DELL/SMCI/Lenovo/HPE) are gaining strong momentum in CY4Q23
CMB International
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223 Views
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bullish
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Yankuang Energy Group
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03 Mar 2024 05:40
Index Rebalance & ETF Flow Recap: STAR50/100, FXI, NIFTY/NEXT50, S&P500, KOSPI, Goodman, Ecopro BM
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
Brian Freitas
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864 Views
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