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

We came across a bullish thesis on Super Micro Computer, Inc. (SMCI) on Substack by Taylor Nichols. In this article, we will summarize the bulls’ thesis on SMCI. Super Micro Computer, Inc. (SMCI)'s share was trading at $34.26 as of March 28th. SMCI’s trailing and forward P/E were 14.90 and 9.39 respectively according to Yahoo Finance.

[caption id="attachment_1214586" align="aligncenter" width="768"] A close up of a computer server rack powering the backbone of a wireless infrastructure.[/caption]

Super Micro Computer (SMCI) has evolved from a Silicon Valley startup into a...