$SUPER MICRO COMPUTER INC(SMCI

SMCI’s wild swings raise concerns, but are risks truly mounting? Valuation remains high, and supply chain pressures could weigh on margins. However, AI server demand keeps growth strong, and institutional interest provides support. A pullback is possible, but long-term tailwinds remain intact. Watch for key levels before making a move.

SMCI Roller Coaster: Are Risks Mounting?

Despite hitting a record $7.22B in quarterly revenue, Supermicro faces mounting risks—nearly 60% of its revenue comes from just two clients, 73% of receivables are under pressure, and a $150M financial gap needs fixing. Goldman Sachs’ latest report highlights valuation concerns. ----------------- As a shadow stock of Nvidia, which do you think is a better "buy the dip" opportunity—SMCI or Nvidia? Is SMCI's valuation reasonable? What is your target price for SMCI?

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sadsam
03-06
sadsam
Long-term potential

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