Super Micro Computer: Ignoring Market Sentiment And Focusing On Fundamentals
SMCISuper Micro Computer(SMCI) Seeking Alpha·2024-08-22 21:00
JHVEPhoto Introduction Super Micro Computer (NASDAQ:SMCI) (NEOE:SMCI:CA) is an extremely volatile stock and for me as a Seeking Alpha author, timing of coverage potentially significantly affects whether the previous thesis aged well or not. For example, if I had written this coverage update in mid-July, I could have said that my recommendation was correct as the stock was on fire then. But we have what we have. As of today, I can say that my previous "Strong buy" recommendation did not age well, as the  ...