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September 13, 2023
Seaport Global Advisors LLC bought a new position in Super Micro Computer, Inc. (NASDAQ:SMCI – Free Report) during the first quarter, Holdings Channel.com reports. The fund bought 1,743 shares of the company’s stock, valued at approximately $186,000. A number of other hedge funds and other institutional investors have also made changes to their positions in […]
September 9, 2023
The old PC and server business is getting a bump from shiny new tech.
September 9, 2023
The old PC and server business is getting a bump from shiny new tech.
September 8, 2023
Is the stock significantly overvalued despite its impressive earnings per share?
September 5, 2023
The AI server specialist took a breather after a massive run-up this year when its earnings release was less than perfect.
August 25, 2023
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
August 23, 2023
Below, we will review why it’s likely Nvidia beats and sees expanding margins, and secondly, we will review our plans for our outsized position. My firm is unique in that