Below is another interesting set of charts from Torsten Slok at Apollo. From my perspective, the last one comparing Capex as a % of GDP from the hyperscalers today vs. the telcos in the dot-com bubble is the most interes…
Read in context ›Super Micro Computer Stock (SMCI)
Track Super Micro Computer stock through TheStreet Pro's latest coverage, including articles, Daily Diary mentions, TheStreet Pro portfolio activity, contributor watchlist signals, and Pro price levels.
SMCI
Super Micro Computer
technology
$43.47
▲ +2.44 (+5.87%) past year
Market Cap
$25.04B
P/E Ratio
20.0x
1Y Return
+5.87%
EPS (TTM)
$1.90
Read the latest TheStreet Pro articles mentioning Super Micro Computer, including market roundups, portfolio updates, trade ideas, and investing analysis.
Articles
88 articlesDaily Diary Mentions
11 mentionsMore Tales From Nvidia... And Some Other Market Stuff More Tales From Nvidia: The Shell Game Continues As described in recent "Tales," I have observed the use of shell companies and other tricks to evade export controls on Nvidia NVDA chips, using various forms of distribution, as well as even putting the parts into a dat…
Read in context ›Not Super! Break in! Super Micro Computer SMCI preannounces and lowers its guidance... Nvidia NVDA will be collateral damage.
Read in context ›JPMorgan Upgrades Super Micro Computer Not only did JPMorgan upgrade its rating on Super Micro Computer SMCI , the firm also lifted its price target to $45 from $35. In a note published by Samik Chatterjee: “We are upgrading shares of Super Micro to Neutral f…
Read in context ›More Tales From Nvidia: Who's Buying AI, Really? * This is nearly my 50th 'More Tales From Nvidia.' * In looking at the share prices of DELL , HPQ (and even NVDA ) ... some of my AI concerns are beginning to be reflected in their share prices. https://www.twitter.com/M…
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