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Super Micro Computer, Inc. (SMCI): A Bull Case Theory 

We came across a bullish thesis on Super Micro Computer, Inc. on Investment Edge’s Substack by David Vicuña. In this article, we will summarize the bulls’ thesis on SMCI. Super Micro Computer, Inc.'s share was trading at $31.21 as of January 28th. SMCI’s trailing and forward P/E were 24.57 and 16.50 respectively according to Yahoo Finance.

Supermicro, Inc. (SMCI) is emerging as a foundational player in the global AI infrastructure build-out, providing high-performance servers and storage solutions critical to hyperscalers and major tech companies. Its competitive edge...