Supermicro has absolutely no autonomy in its business, no moat, ultra-low profit margins, and has been involved in negative scandals “repeatedly”. Competitors are too powerful—it is not recommended to hold it.
Author: Andy Lin
Famous organizations linked Andy Lin’s blog articles
This article will list the “more famous” organizations’ that linked from my blog article.
How does McDonald’s, the world’s largest fast food leader, make money?
McDonald’s profit improvement comes more from its asset-light business model.
People who are good at deferred gratification is more likely to succeed
More freedom is worth for who are deferred gratification, self-control cannot be achieved simply by persisting or saying “no”, but by changing our way of thinking, and this thinking mode is “deferred gratification”
How does Applied Materials, lord of semiconductor equipment, make money?
Applied Materials’ main products are wafer manufacturing related products, such as atomic layer deposition, physical vapor deposition, chemical vapor deposition, electroplating, etching, ion implantation, rapid heat treatment, chemical mechanical polishing, metrology and silicon wafer inspection, etc., and include supporting software, Quality inspection services are provided to operating customers, such as various semiconductor manufacturers in wafer fabs and screen factories.
How did three listed companies make money after GE spinoff? What are the prospects?
GE was founded in 1878 by Thomas Alva Edison, who invented the electric light and many other commodities. It is one of the few companies in the U.S. stock market that has been listed for more than a century. It can be said to be the pride of American industry and a symbol of comprehensive national strength.
Four chip companies account for one-third of S&P 500 gains so far this year
As of April 8, 2024, the four chip companies in the United States accounted for a staggering one-third of the increase in the S&P 500 Index.
Top five lucrative artificial intelligence listed companies
The top five artificial intelligence listed companies so far
What’s TSMC DCF intrinsic value?How to calculate it quickly with a free tool?
use the discounted cash flow method to estimate, What’s TSMC DCF intrinsic value?
How does database monopoly Oracle make money? What are the prospects?
Missing out on cloud computing has created a serious disconnect between the former second-largest software company and the mainstream software market, which has also affected Oracle’s stock price performance in the past two decades.