We came across a bullish thesis on Super Micro Computer, Inc. (SMCI) on Deep Value Returns’ Substack. In this article, we ...

This is the company’s key revenue growth driver for the next several years. The margin profile of this revenue growth is a key debate, and we assume the ISG segment (where servers are projected to ...

Super Micro Computer, Inc., together with its subsidiaries, develops and sells high performance server and storage ... and original equipment manufacturers. The company was incorporated in 1993 ...

Nvidia is scheduled to report quarterly results after the bell on Wednesday, in what could be a major test of the AI trade’s ...

Super Micro Computer SMCI and Hewlett Packard Enterprise HPE are both leading the server space, providing organizations with server-based capabilities, enabling them with high computing power.

The stock trended in Wednesday's trading as investors looked at SMCI ... equipment cost, and additional power usage, saving up to 40% of data center water consumption. Combined with liquid-cooled ...

Over the last five years, the movement of Super Micro Computer (NASDAQ: SMCI ... could lead to lessened server demand, such a projection fails to account for market penetration. At that time, the CEO ...

Raymond James has initiated coverage on Super Micro Computer SMCI with an Outperform rating ... positioning it as a dominant player among branded server vendors. Raymond James has set a $ ...

“Much of the electrical infrastructure and data center equipment is manufactured ... Super Micro Computer, Inc. (NASDAQ:SMCI) develops and sells modular server and storage solutions.