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mauro
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META
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
3.0% undervalued intrinsic discount
12.00%
Revenue growth p.a.
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10 months ago author updated this narrative
SMCI logo
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
95.7% undervalued intrinsic discount
22.00%
Revenue growth p.a.
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about 1 year ago author updated this narrative