In a technology sector full of hype and extreme valuations, it can be tempting to gravitate toward value stocks trading at relatively lower multiples of their revenues and earnings. Investing in these ...
Super Micro Computer delivered disappointing quarterly results on Nov. 4. SMCI stock has tanked, as investors lost faith in this AI server company. However, large, unusual call options activity in ...
In the last five years, Super Micro Computer's revenue is up over 500%. This is due to the growing spending on data center solutions from AI infrastructure providers like Microsoft. Super Micro ...
This article downgrades my rating for Super Micro Computer stock to hold. Two considerations motivated this downgrade: drastic valuation expansion and intensifying competition in liquid cooling ...
Super Micro Computer's shares crashed 17% after preliminary Q3 '25 earnings due to missing guidance & estimates. The release of full earnings last week did not help the share price either. Despite a ...
The stock is up 52% in the past month. Infrastructure for the burgeoning AI space requires an immense number of advanced computer chips, typically from companies such as Nvidia or Advanced Micro ...
A few months ago, Supermicro stock was still bouncing back from a slide triggered by an alarming short-seller report. In a technology sector full of hype and extreme valuations, it can be tempting to ...