$SUPER MICRO COMPUTER INC(SMCI

$SUPER MICRO COMPUTER INC(SMCI)$ So I asked grok for the average price of a list of the major ai server manufacturers and to provide forward PE and PS figures, their projected revenue vs realised., and to value their AI segment. So far SMCI has exceeded ALL projected revenues since 2020 until now. What makes ANYONE believe they will fail to deliver on the $40b guidance given their track record of not failing to deliver. So apparently SMCI's AI segment is valued at $33b yet the market cap is around half of that. Seems someone wants to pick up this AI play at half its valuation.

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