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Lynx Equity on Super Micro Computer (SMCI): ' we view the NVDA keynote at CES today as a positive catalyst'
January 6, 2025 8:01 AM ESTLynx Equity on Super Micro Computer (NASDAQ: SMCI): 'we view the NVDA keynote at CES today as a positive catalyst'
The analyst comments "According to media reports, the NVDA keynote at CES today is expected to touch upon next generation GB300, a platform that will likely require even more stringent cooling specifications than GB200. A core element of our positive thesis on SMCI is our belief that the company has had a head-start in... More
