Part 9/15:
In recent quarters, Super Micro has shown remarkable growth, with revenue surging 25% to $5.7 billion, reflecting surging demand for AI-ready hardware. The company’s valuation remains attractive—trading at less than one times forward revenue—despite its integral role in this burgeoning sector. Its strategic alliances with NVIDIA, Broadcom, Intel, and other industry giants, combined with US-based manufacturing, bolster its long-term position amid rising geopolitical tensions and the wave of domestic semiconductor initiatives.