Super Micro Computer’s Transformation Is Getting Legs

  • Super Micro Computer, Inc. is undergoing a successful transformation from one that offers products to a company that offers solutions.
  • This is accompanied by an acceleration in revenue growth and margin expansion.
  • We believe this transformation has legs although it can slow down on a worsening macro environment.
  • Super Micro Computer shares have already strongly rallied and are now in a pullback that makes them interesting again.
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Super Micro Computer Stock’s Transformation Is Getting Legs