Supermicro valuation is not justified and unsustanable, no worth for long-term holding at current level

Supermicro has absolutely no autonomy in its business. It is a typical manufacturer that relies on others, that is, it can be choked by others at any time──Intel (ticker: INTC), Nvidia and AMD (ticker:AMD) If the three major chip manufacturers find a manufacturer with higher cooperation and lower assembly prices, they may be in trouble at any time.

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.

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