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Software engineer and investor. I write fundamental deep-dives on AU and US tech stocks, with the edge of using the tools I analyse daily. Focused on long-term value, not momentum. Also a property investor.

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Super Micro Computer

SMCI's Opportunities Are Clear But Risks Are Rising

Super Micro Computer rides a wave of demand for powerful AI servers, helped by its close tie to NVIDIA and its speed in getting new systems out the door. But recent stumbles and thinning profits raise questions about whether it can shift to higher-value, full data-center systems before rivals and customer concentration catch up.Read more

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US$50.3
6.8% undervalued intrinsic discount
Fair Value
Revenue
12.5% p.a.
Profit Margin
5%
Future PE
25x
Price in 2030
US$81.01