$SUPER MICRO COMPUTER INC(SMCI

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$SUPER MICRO COMPUTER INC(SMCI)$ SMCI is still dirt cheap with my intrinsic value estimate of $85, much higher than the current share price. But it is not only about the compelling valuation but also about the company's rock-solid fundamentals and rapidly accelerating momentum for the AI servers niche. It seems to me that the uncertainty surrounding the company's required filings is the only significant factor still weighing on the share price. However, management has provided a date for when it plans to submit all the necessary paperwork, which is February 25. I expect it to be a powerful catalyst for the share price because everything else around SMCI looks rock-solid.

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