Super Micro Computer: The David to Dell Technologies' Goliath?
In the high-octane world of tech, Super Micro Computer, more widely recognized as Supermicro, has been quietly notching up the kind of gains that would make any investor sit up and take notice. With an astonishing 2,380% increase in its shares over the last three years and a recent induction into the prestigious S&P 500, Supermicro's ascent is nothing short of meteoric. Sporting a market cap of $57 billion, it trails behind the behemoth that is Dell Technologies, which boasts a market cap of $86 billion. Despite Dell's dominance in the server market and its projection to rake in over six times the revenue of Supermicro in the current fiscal year, the question arises: Could Supermicro eventually outpace Dell?
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