2. $SMCI | Super Micro Computer • 2024 Revenue: $12.3B • 2024 Revenue Growth: 46% • 2024 FCF Margin: 9% • 2024 P/E: 18x • Bull Thesis: They

2. $SMCI | Super Micro Computer • 2024 Revenue: $12.3B • 2024 Revenue Growth: 46% • 2024 FCF Margin: 9% • 2024 P/E: 18x • Bull Thesis: They