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Super Micro Computer Inc. (SMCI $32.39)
- $32.39 P/E (TTM): 22.58X Cap: $19.40B
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Super Micro Computer Inc. (SMCI $32.39)
- $32.39 P/E (TTM): 22.58X Cap: $19.40B
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Vertiv Holdings LLC Class A (VRT $254.89)
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Nebius Group N.V. (NBIS $91.19)
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Q: Hi 5i Team - I have a small position in Super Micro Computer but am not sure whether to add to it or sell it and use the proceeds elsewhere. Could you provide an update on fundamentals, insider ownership and your opinion on its potential going forward over the next couple of years.
If I decide to sell, is there another similar company that might have better prospects.
Thank you.
If I decide to sell, is there another similar company that might have better prospects.
Thank you.
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Super Micro Computer Inc. (SMCI $32.39)
- $32.39 P/E (TTM): 22.58X Cap: $19.40B
- View SMCI Profile
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IREN Limited (IREN $40.95)
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Nebius Group N.V. (NBIS $91.19)
- $91.19 Cap: $21.71B
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Q: Good Morning
With all the increases in Capex spending what specific stocks do you see as benefitting short and long term? This might seem like an obvious question but with all the negative momentum it needs asking. Thank you
With all the increases in Capex spending what specific stocks do you see as benefitting short and long term? This might seem like an obvious question but with all the negative momentum it needs asking. Thank you
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Super Micro Computer Inc. (SMCI $32.39)
- $32.39 P/E (TTM): 22.58X Cap: $19.40B
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Dell Technologies Inc. Class C (DELL $148.08)
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Vertiv Holdings LLC Class A (VRT $254.89)
- $254.89 P/E (TTM): 92.61X Cap: $97.52B
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IREN Limited (IREN $40.95)
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Nebius Group N.V. (NBIS $91.19)
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CoreWeave Inc. (CRWV $79.56)
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Q: Greetings 5i, which companies do you consider to be NBIS's closest competitors? Out of this "peer group" how many of them do you think it is necessary to own to reap the benefits from exposure to the industry? Thank you.
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