Aug. 15 at 1:51 AM
$SMCI $CSCO has been a wonderful stock to investors, its valued at over
$400B and it was the picks and shovels of the internet buildout, similar to what SMCI is for the AI space.
Their making around EPS of
$1.2 per quarter SMCI's FY27 is forcasted to make
$1 EPS per quarter, this is what bears just dont get when it comes to SMCI, WE ARE where CISCO was in the internet buildout.
Undervalued, and underestimated, OR at least we were however I believe institutions have accumulated on the back of margin narratives and are about to send this
$25B market cap stock up that is also generating
$1 EPS per quarter now.