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researcher59

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Re: valuemind post# 110863

Thursday, 02/15/2024 10:29:27 AM

Thursday, February 15, 2024 10:29:27 AM

Post# of 114139
CSCO has 10x the operating income of SMCI, so if they start aggressively spending more on AI servers, they'll surely gain market share. It will be interesting to see how the competition does in the next 12 to 18 months. I don't know if SMCI stock can go much over $1000, but I could be wrong. Good luck.

Look at TSLA - dominant player but competition forced margins lower. TSLA stock peaked at $400 late in 2021 but is now $188.
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