u/AleaBito on Daily Discussion Thread for February 19, 2025

u/AleaBito · Reddit — r/wallstreetbets · February 19, 2025 at 16:14 · ⬆ 1 pts  | View on Reddit ↗
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u/AleaBito · r/wallstreetbets · 2025-02-19

Super Micro Computer, Inc. (SMCI) — LONG

Author argues SMCI's growth and margins imply it should have over $100B market cap.

Author’s exact words:

Compare any 40B+ forward revenue, 12% margin, 55-60% Y/Y growth company and they'll all be over 100B market cap min.

Returns measure price changes from publication. They do not verify the author’s actual trades or realized profit.

Discussion: Daily Discussion Thread for February 19, 2025

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Ideas
u/AleaBito Reddit author — Serenity
SMCI undervalued versus peers; over $100B cap
Author argues SMCI's growth and margins imply it should have over $100B market cap.
SMCI HIGH
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This Reddit post, published February 19, 2025, features u/AleaBito discussing SMCI. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/AleaBito  · Tickers: SMCI