2024-04-10 04:17:26 ET
Summary
- SMART Global positions itself as an advisor for AI infrastructure deployment challenges.
- The company's revenue growth rates are erratic and unpredictable, making it difficult to assess its underlying prospects.
- Despite positive prospects for its Intelligent Platform Solutions segment, the stock's valuation and cyclical nature make it a risky investment.
Investment Thesis
SMART Global ( SGH ) positions itself as an advisor in assisting enterprises with AI infrastructure deployment challenges....
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For further details see:
SMART Global Q2 Earnings: Not Worth Chasing Higher