Super Micro Computer Inc. (SMCI)

Super Micro Computer Inc. (SMCI $44.90)
- $44.90 P/E (TTM): 27.01X Cap: $26.68B
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Amazon.com Inc. (AMZN $231.62)
- $231.62 P/E (TTM): 35.28X Cap: $2.47T
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Alphabet Inc. (GOOG $249.85)
- $249.85 P/E (TTM): 26.84X Cap: $3.03T
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NVIDIA Corporation (NVDA $170.29)
- $170.29 P/E (TTM): 57.34X Cap: $4.13T
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Super Micro Computer Inc. (SMCI $44.90)
- $44.90 P/E (TTM): 27.01X Cap: $26.68B
- View SMCI Profile
- View Questions on SMCI
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- $94.08 Cap: $21.29B
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Q: If I hold NBIS and NVDA am I concentrating the same sector? My understanding is that NBIS owns hardware and "rents" or sells the use of that hardware. Who completes with NBIS? Is it Amazon and Google?

These seem, individually, as great companies but if AI sentiment shifts or another game-changing breakthrough happens it could be painful. Thoughts?

Read Answer Asked by Marilou on September 15, 2025

Super Micro Computer Inc. (SMCI $44.90)
- $44.90 P/E (TTM): 27.01X Cap: $26.68B
- View SMCI Profile
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Nebius Group N.V. (NBIS $94.08)
- $94.08 Cap: $21.29B
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Q: Hi 5I
I own both SMCI and NBIS. I’ve done very well with both, but my question is is about moving some or all funds from SMCI to NBIS for the reason NBIS may be a much better company.
Volatility doesn’t bother me, just looking at potential end results. Thanks very much for putting me on these two names as I’ve very well
Maurice

Read Answer Asked by Maurice on August 21, 2025

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Super Micro Computer Inc. (SMCI $44.90)
- $44.90 P/E (TTM): 27.01X Cap: $26.68B
- View SMCI Profile
- View Questions on SMCI
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Q: Good morning,

Could you please briefly comment on SE's recent results? As well, could you rank the potential buy order of these seven growth stocks today? Thanks,

Brad

Read Answer Asked by Bradley on August 20, 2025