1. Super Micro's sales and profit growth are driven by surging AI hardware demand; 2. Despite a short seller attack, SMCI's business remains strong; 3. The company's competitive edge in AI-capable servers and liquid-cooled systems positions it well for future growth; 4. Super Micro's valuation at 10x leading profits is a bargain.
Recent #Stock Recovery news in the semiconductor industry
1. Boeing faces challenges like heavy debt and labor strikes, but has a $500B backlog of planes ensuring demand. 2. If Boeing stabilizes production, it could see significant growth by 2026. 3. The stock remains volatile and risky for conservative investors.