Super Micro Computer, Inc. (NASDAQ: SMCI ) remains a Buy for me, with the core thesis strengthened by the recent earnings results and industry tailwinds. I previously did an initial coverage onKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial li ...