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mauro
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2020
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Super Micro Computer
MA
mauro
Community Contributor
Some growth left for SMCI?
Investment Thesis for Super Micro Computer, Inc. (SMCI) 1.
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US$1.16k
FV
97.2% undervalued
intrinsic discount
22.00%
Revenue growth p.a.
Set Fair Value
0
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4
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10 months ago
author updated this narrative
Meta Platforms
MA
mauro
Community Contributor
Strong AI and Ad Growth Amid Regulatory and Competitive Challenges
1. Catalysts Products and Services: Artificial Intelligence: Meta's continued investment in AI, particularly with the launch of Meta AI and Llama 3, is expected to enhance user engagement and ad targeting, driving revenue growth.
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US$739.41
FV
19.1% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
7 months ago
author updated this narrative