Super Micro Computer Q4: Just The Report I Was Waiting For
SMCISuper Micro Computer(SMCI) Seeking Alpha·2024-08-10 23:06
gorodenkoff Introduction Super Micro Computer (NASDAQ:SMCI) recently reported FY24 numbers that were met quite negatively by the investing community, which drove its share price 20% on the announcement. I believe the report wasn’t as bad as everyone thought. The community got hung up on the margin deterioration, which was not unsurprising, therefore, this report allowed me to start a position for the long run. The company’s share price tumbled over 46% since the last time I covered it and gave it a hold ...