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Super Micro Computer: Big Volatile Secular Growth (AI, High-Powered Computing)

If you like to invest in powerful secular growth opportunities, Super Micro Computer (SMCI) has likely caught your eye. This developer and manufacturer of high-performance servers and storage systems is benefitting dramatically from explosive secular growth in artificial intelligence (“AI”) and high-powered computing. The total addressable market opportunity is enormous. In this report, we review the business, the market opportunity, financials, valuation and risks, and then conclude with our strong opinion on investing.