Hi there!
I'm thinking about investing more in $SMCI (-3.72%) I still see great opportunities there (risk too, of course, but where isn't that :)) and have prepared a few facts/estimates.
If you take a look at their ecosystem, it's really exciting:
Assuming they manage/maintain the 30% sales growth, sales in 2030 will be around 52 billion, with a 10% margin of 5.2 billion.
Of course, the AI wave in general, the Nvidia partnership, process scaling (automation & supply chains are constantly being optimized), production in the USA (partly in Asia - Donald is happy), faster production than Dell and Co. in the past are all positive factors.
I see the risk that the data center boom will decline as low in the medium term.
The dependence on Nvidia gives me a bit of a stomach ache, as does the fact that they are basically only based on faster delivery, no patents etc.
Due to the AI "revolution", I am nevertheless bullish and can imagine a €200-300 price in 2035; you just have to live with the volatility.
What do the "tech fanatics" here think about SMCI?
LG Max
