Super Micro Poised for Growth Despite Stock Drop, Benefiting from Surging AI Demand
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Super Micro's stock recently plunged 20% due to a $1.5B capital raise, but has great long-term prospects from AI demand.
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Super Micro is a top supplier of servers to AI leader Nvidia, with a long-standing 30+ year partnership.
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Super Micro offers liquid cooling products needed to cool AI data centers, a large growth market.
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Super Micro just reported 103% revenue growth and raised guidance by 40%, with 50% revenue from AI.
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One analyst sees $25B-$30B revenue potential for Super Micro in 2-3 years as AI supply normalizes.