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Posted by
Two Blokes Jun 12 -
Filed in
Stock
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9 views
The market values the stock unfairly because DCF calculations suggest that unrealistically pessimistic assumptions are currently priced in. Financial health is robust with a strong cash position, positive free cash flow, and flexibility to pursue growth projects, even after heavy investment cycles. AI tailwinds are accelerating, and SMCI is well-positioned to capitalize through aggressive R&D, capacity investments, and strategic partnerships, especially with Nvidia.
