I BOUGHT SMCI stock straight after filming this. The next NVIDIA

We actually BOUGHT their stock after making this analysis!!!

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We dive into SMCI's amazing results and the puzzling stock drop. Discover where SMCI’s money is going and how their inventory is filling up. We'll discuss too many orders and demand overflow and why SMCI is a great company. As always, we’ll make Super Micro Computer’s 2024 valuation and compare it with Dell, HP, and HPE. Finally, we’ll look at how much SMCI is expected to grow in 2025.

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00:00 Introduction
00:55 Facts about SMCI (Super Micro Computer)
01:35 Amazing results and SMCI stock drop
03:10 Where is SMCI’s money?
04:06 Inventory filling Super Micro Computer
05:07 They have too many orders???
06:00 Why SMCI is a great company?
06:48 Super Micro Computer valuation 2024
08:07 Comparing SMCI to Dell, HP and HPE
09:07 How much SMCI will grow next year? 2025

Everything shared in this video is our personal point of view. We aim to share our opinions and experiences, not convince anyone to buy or sell. We invite you to share your thoughts in the comments as well.

Disclaimer ⚠️

This video is not an individual investment recommendation. The information provided is for educational purposes only and does not guarantee success in investment activities. Please conduct your own research and analysis before making any investment decisions. Understand the risks associated with any investment you consider.

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#smci #smcistock #nvidia