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Super Micro Computer: First you buy Nvidia, then you buy Super Micro

HOSTS Alec Renehan & Bryce Leske|4 July, 2024

Sponsored by Superhero

Listen On

Apparently the saying is “First you buy Nvidia, then you buy Super Micro”

But have you heard of Super Micro Computers?

In today’s episode, we delve into Super Micro Computer, a key player in the high-performance server and storage solutions market. 

We’ll explore the company’s history, current operations, financial performance, and future prospects. Joining us is John Blank, PhD, Chief Equity Strategist and Economist at Zacks Investment Research, to provide expert insights into Super Micro’s investment potential and the broader tech landscape.

In this episode we cover:

  • The recent stock performance
  • The company history and some of the controversial moments along the way
  • Their range of products and market position
  • The financial performance
  • Growth drivers
  • Bull and bear case
  • How big this company could get in 10 years

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Thanks to Superhero for proudly supporting this series. 

Superhero Super has given us the control we want to manage our super. Superhero Super is primed for performance with a wide range of investment options including professionally managed portfolios, thematic, and direct investments accessible in an intuitive app.

Download Superhero’s easy-to-use app and start tailoring your super today.

Remember, Superhero does not provide financial advice, so consider whether their product is right for you. Superhero Super is a sub-plan of OneSuper, which is issued by Diversa Trustees Limited as trustee.

Read their PDS and TMD and download the Superhero app at superhero.com.au.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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Equity Mates Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

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Companies Mentioned

Meet your hosts

  • Alec Renehan

    Alec Renehan

    Equity Mates Co-Founder

    Alec developed an interest in investing after realising he was spending all that he was earning. Investing became his form of 'forced saving'. While his first investment, Slater and Gordon (SGH), was a resounding failure, he learnt a lot from that experience. He hopes to share those lessons amongst others through the podcast and help people realise that if he can make money investing, anyone can.
  • Bryce Leske

    Bryce Leske

    Equity Mates Co-Founder

    Bryce has had an interest in the stock market since his parents encouraged him to save 50c a fortnight from the age of 5. Once he had saved $500 he bought his first stock - BKI - a Listed Investment Company (LIC), and since then hasn't stopped. He hopes that Equity Mates can help make investing understandable and accessible. He loves the Essendon Football Club, and lives in Sydney.
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