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valuemind

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valuemind

Re: None

Sunday, 03/10/2024 10:56:35 AM

Sunday, March 10, 2024 10:56:35 AM

Post# of 118290
Why SMCI may rise over $2000?
In March 2000, CSCO grew at 59% a year with PE of 138. Today SMCI grows at 90% with PE only 30. Based on CSCO's bubble valuation in March 2000, SMCI's share price should be forward earning per share $40 * 138 *90%/59%= $8420, this is the bubble. Anything below $2000 may be undervalued for SMCI!
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