We came across a bullish thesis on Super Micro Computer, Inc. (SMCI) on Substack by Taylor Nichols. In this article, we will ...

The company's share price also got a boost from news that Taiwan Semiconductor Manufacturing will spend $100 billion to build five new chip fabrication plants in Arizona. Supermicro stock sees ...

As discussed in a previous article, Nvidia would have designed the engine, and Taiwan Semiconductor (TSM) would have manufactured it. In turn, Super Micro would be the equivalent of an OEM like ...

In the past decade, Super Micro Computer’s revenue grew by more than 385% while its net income increased by just over 1,085%. Despite seeing a minor revenue contraction in 2020 with a decrease ...