$SUPER MICRO COMPUTER INC(SMCI

$SUPER MICRO COMPUTER INC(SMCI)$ I’m all in on SMCI with these catalysts lined up.

Here's the thing: AI datacenter expansion seems like a no-brainer, especially with the insane demand for AI infrastructure. If that hits, $6-9/share feels pretty reasonable, and with AI still in its early stages, we could see bigger growth long-term.

Cash flow normalization is also huge. They’ve been a bit up and down, but if they can stabilize, adding $5-8/share isn’t out of the question. A smoother cash flow means more room for reinvestment or dividend growth too.

Finally, market share consolidation—with the way AI and data centers are growing, SMCI is definitely in a prime position to grab more market share. That $4-7/share bump would really lock in their place.

Right now, at $45.32, if all of these catalysts hit, we could easily see $67 or more.

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