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Explain this story: Avnet (NASDAQ: AVT) Edges Out Super Micro Computer (NASDAQ: SMCI) As The Stronger AI Infrastructure Buy
The article compares Avnet (AVT) and Super Micro Computer (SMCI) as AI infrastructure investments, highlighting their different roles in the supply chain. While SMCI shows impressive revenue growth and a record backlog, its profitability is sensitive to product mix. Avnet, with its diversified end-market exposure and improving operating leverage, presents a more balanced risk-reward profile, despite both companies currently holding a "Strong Buy" rating.
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The article compares Avnet (AVT) and Super Micro Computer (SMCI) as AI infrastructure investments, highlighting their different roles in the supply chain. While SMCI shows impressive revenue growth and a record backlog, its profitability is sensitive to product mix. Avnet, with its diversified end-market exposure and improving operating leverage, presents a more balanced risk-reward profile, despite both companies currently holding a "Strong Buy" rating.
Article tone: Positive This describes the words the journalist used. It is not a prediction, and not advice.
Published Sep 25, 2026, 13:51 ET · on this site +1d 12h