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Super Micro Computer Q3: A Contrarian AI Play (NASDAQ:SMCI)

2025-05-12 10:30:00 英文原文

Analyst’s Disclosure: I/we have a beneficial long position in the shares of SMCI, NVDA, AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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摘要

Disclosure: The author has a long position in SMCI, NVDA, AMD through various means including stock ownership, options, or other derivatives. This article expresses the author's personal opinions without compensation (except from Seeking Alpha). The author declares no business relationship with companies mentioned. Seeking Alpha warns that past performance does not guarantee future results and does not provide investment recommendations. Opinions expressed may not represent those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker, US adviser or bank; its analysts are third-party authors who may or may not be certified by regulatory bodies.

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