$SUPER MICRO COMPUTER INC(SMCI)$
Hey, guess what? JPMorgan just bumped up the rating for Super Micro Computer (SMCI) to neutral recently. They're saying the company's finally out of that whole uncertain mess with the SEC filings. And get this—they reckon SMCI's about to cash in big time on the growing shipments of NVDA's Blackwell servers! Demand for these things is way higher than the last-gen models, and with the higher average selling prices, that's just extra fuel for their revenue growth.
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