Supermicro Computer (SMCI) is Growing By Leaps and Bounds Due to AI
Supermicro (SMCI) is experiencing huge growth as annual revenue is expected to ramp up from $7 billion to $20 billion in five years.
Supermicro (SMCI) is experiencing huge growth as annual revenue is expected to ramp up from $7 billion to $20 billion in five years.
Chipotle (CMG) stock has been doing well as profits have been “off the chart”. But with a high P/E, CMG could decline as growth slows.
Meta Platforms (META) is on the path for tremendous growth in the upcoming quarters as management has trimmed expenses.
Advanced Micro Devices (AMD) is getting into AI with the upcoming release of the MI300 chipsets to compete against NVIDIA’s H100.
Paycom Software (PAYC) introduces its payroll solution to Canada while also expanding its target market to include larger companies.
Arista Networks’ (ANET) impressed investors in its latest earnings report, but there is some uncertainty in its upcoming quarters.
O’Reilly (ORLY) delivered a solid quarter with 16% profit growth on 11% sales growth, and has opened 100 new stores so far this year.
MasterCard (MA) stock has been moving up — and hit an All-Time high — as consumers spend on travel and entertainment.
Visa’s (V) stock seems undervalued by 32% when I look out to 2024 (which is just one quarter away). Here’s my analysis as to why:
ServiceNow (NOW) is teaming up with Accenture to consult with clients on AI, and with NVIDIA to make the digital improvements.
Enphase Energy (ENPH) is seeing a slowdown in its US business. Meanwhile Europe is strong — just not strong enough.
Fiserv’s (FISV) has had double-digit profit growth every year since 1986. Now it sees future growth opportunity in Latin America.