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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Julius Wong who wrote (91103)	11/17/2023 3:24:47 PM
From: y2kate	Read Replies (1) \| Respond to of 95761

Thoughts on SMCI ahead of Nvida's earnings? I know you liked this one at one point! For those who don't know: San Jose based Super Micro Computer makes the highest performance servers with Nvidia's latest GPUs. Founded the same year as Nvidia, they have a close working relationship. They partner with Nvidia to use its GPUs to build what it calls the "broadest selection of NVIDIA-Certified systems" for AI infrastructure, including products based on Nvidia's new H100 chip. They're low float, small cap ($15 billion). SMCI stock has outperformed NVDA this year (one of the few!) but it is still kind of flies under the radar and is still relatively cheap with a forward PE of 25, a very steep discount to NVDA at 109. They "conservatively" guided $10-$11 Billion in Revenue for 2024, after posting $7 Billion in revenues for 2023. supermicro.com