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Super Micro Computer (SMCI US)
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36
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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Thematic (Sector/Industry)
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26 Feb 2024 11:46
AI-Driven Semiconductor Rally Leaves Small-Cap Chipmakers Behind
Chipmakers and chip-making tool providers are set to continue benefitting from the surge in demand that has rallied the equity prices for the...
Criat
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231 Views
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bearish
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Thematic (Sector/Industry)
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18 Dec 2023 05:30
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Syndicated
Weekly Stock Bullfinder - Week of 12/18
Looking back, March 2023 presented a significant “wobble” to the U.S. Federal Reserve’s monetary policy tightening campaign as the sudden bank...
Weekly Stock Bull Finder
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307 Views
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bullish
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NVIDIA Corp
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17 Oct 2023 18:55
Taiwan AI Stock Shorts Vs. Nvidia: Nvidia Outperforms, Maintain Taiwan Short Basket
The Taiwan AI Short Basket underperformed Nvidia, the Taiwan TWSE Index, and our universe of Taiwan AI plays. We expect Nvidia revenue to grow at a...
Vincent Fernando, CFA
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501 Views
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bullish
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Infineon Technologies
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21 Aug 2023 10:29
Earnings: MCHP and IFX, SIMO Rumors, SMCI, POWI, GFS, COHR, WOLF, AMAT, CSCO
Analog inventory, Coherent's ghost guide, and whipsaw China read through. Infineon’s big news is that they, too, will be building one of the...
Fabricated Knowledge
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242 Views
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bullish
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Taiwan Semiconductor (TSMC)
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10 Aug 2023 05:50
Taiwan Tech Weekly: U.S. Announces New Bans on Investment into Chinese High Tech Industries
Also, Elan Microelectronics and ChipMOS reported strong results. The two companies represent two Longs to consider, we still see upside.
Vincent Fernando, CFA
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302 Views
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