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Posted by
Two Blokes May 14 -
Filed in
Stock
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The multi-year $20 billion partnership with DataVolt is poised to have a transformative impact, representing an amount comparable to the company's TTM revenue. The company's robust R&D investment and alignment with industry leaders position SMCI to benefit from the ongoing AI infrastructure boom. While Wall Street remains cautious, I am confident in SMCI's fundamentals and management's execution to deliver substantial shareholder value.
