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Super Micro Computer (SMCI US)
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29
Analysis
Information Technology
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United States
Super Micro Computer, Inc. designs, develops, manufactures and sells server solutions based on modular and open-standard x86 architecture. The Company's products include servers, motherboards, chassis, and accessories.
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bullish
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Thematic (Sector/Industry)
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05 Mar 2024 21:55
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Broker
Technology - AI Server and AI PC...
In particular, we see AI server order /backlog/pipeline from major server ODM/brands (DELL/SMCI/Lenovo/HPE) are gaining strong momentum in CY4Q23
CMB International
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bullish
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Thematic (Sector/Industry)
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23 Nov 2023 20:40
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Broker
Technology (Hardware/Semi) - 23 Nov 2023
Nvidia released FY3Q24 results with quarterly revenue at US$18.1bn, up 34% QoQ and 206% YoY. GPM was 74.0%, up 3.9ppts QoQ. Net profit was...
CMB International
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