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Super Micro: When AI Dreams Meet Cash Reality
Seeking Alpha·2025-11-06 22:30

On the face of it, Super Micro Computer's ( SMCI ) most recent quarterly performance is a validation of its vision for the AI future. With over $13 billion of Nvidia ( NVDAHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-potential w ...