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Business
The August earnings report will determine whether software, liquid cooling, and DCBBS can sustain double-digit margins and justify a higher valuation. My view on Super Micro Computer (SMCI) has materially changed since my earlier sell rating owing to the company's preliminary report on its ...

Business
At a 13.3x EV/EBIT, SBRY offers ~3% upside; I now rate it a solid Hold, with a 4% dividend yield and resilient business profile. J Sainsbury PLC (JSAIY) has delivered excellent returns since my Buy rating on the stock in April 2025. Since my previous note, released shortly after the UK supermarket…
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