Detailed view for this entity.
“We see here SMCI able to grow the its sales by 65%. So if you wonder, you know, why are why is the server market growing at 12 to 15%, SMCI is able to grow its its revenue at 65%.”
“even though sale earnings are expected flat this year, expected up 50% next year.”
“$33 billion market cap. Okay, that is a price to sales 75 times that $44 billion in sales expected. $33 billion divided by the $17 billion where the stock is right now. That is 94% upside on this stock.”