The universe · Equity

Super Micro Computer

SMCIEquity1 theme
$3.76
last price
+10.15%
session
$330B
market cap
48
highest conviction
igitur.xyz/name/smci

Where it earns weight.

Conviction answers one question: if the claim turns out to be true, how directly does this name benefit? The score sets the size, and the formula is published.

Compute buildout

48/100
Integration and assembly — real volume, thinnest moat in the chain.

Compute is the binding constraint on artificial intelligence, not model design.

Aggressive3–5 years
Build this book

Prototype figures. The price, session move, market cap and chart above are generated deterministically from the ticker text. They are not live quotes. The conviction scores and written reasons are real editorial judgements, described on the methodology page.