In this video, I will talk about the recent updates regarding Super Micro Computer (SMCI -15.44%). Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of April 29, 2025. The video was published on April 29, 2025. ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Super Micro Computer Inc (NASDAQ:SMCI) stock is 16.4% lower to trade at $30.11 at last check, after the company lowered fiscal third-quarter profit and revenue guidance well below analysts' expectations. The software concern noted customers postponed orders for its servers and computing products, delaying up to $1.4 billion in sales. In response, thee firms slashed their price objectives, including J.P. Morgan Securities to $36 from $39. More downward price revisions could be in store, too, as SMCI's 12-mon ...

Here's our initial take on Super Micro's preliminary results.Key MetricsMetricQ3 2024Q3 2025Changevs. ExpectationsRevenue$3.85 billion$4.5 billion to $4.6 billion+18%MissedGAAP earnings per share$0.66$0.16 to $0.17-75%n/aNon-GAAP earnings per share$0.67$0.29 to $0.31-55%MissedSales and Profits TumbleSuper Micro Computer (SMCI -16.94%) released preliminary results for the third quarter of fiscal 2025 on Tuesday afternoon, disclosing that it would fall well short of its previous guidance. The company now expe ...

整理 | 美股研究社 在这个快速变化的时代，人工智能技术正以前所未有的速度发展，带来了广泛的机会 。《AI日报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行业 洞察和价值 分析。 A I 快 报 1.4月30日，三六零董事长周鸿祎在2024年度沪市主板人工智能专题集体业绩说明会上表示， 随 着DeepSeek、阿里千问等推理大模型成熟，成本和能力不是问题，另外，智能体将帮助交付产 品，MCP也将有助于解决AI工具不足的情况，今年AI杀手级应用将有望出现。 2.今天，小米开源首个为推理（Reasoning）而生的大模型「Xiaomi MiMo」，联动预训练到 后训练，全面提升推理能力。 在数学推理（AIME 24-25）和 代码竞赛（LiveCodeBench v5） 公开测评集上，MiMo 仅用 7B 的参数规模，超越了 OpenAI 的闭源推理模型 o1-mini 和阿里 Qwen 更大规模的开源推理模型 QwQ-32B-Preview。 3.报道：Altman等AI高管们将出席美国参议院听证会。 OpenAI的CEO Sam Altman、AMD的 CEP Lisa Su、CoreW ...

作者 | Henrik Alex 编译 | 华尔街大事件 大约三个月前，在 Super Micro（NASDAQ： SMCI ） 提供的 2025 财年第三季度业绩指引远低于预期并大幅下调全年预测后，分析师 重申了 对超微电脑股票的 " 卖出"评级。 近几个月来，对贸易紧张局势升级和人工智能图形芯片新出口限制 的影响的担忧 给 Super Micro的股价带来了压力。 此外，该公司还面临着来自戴尔科技和惠普企业等行业领导者的激烈竞争，这些公司最近也受到了审查： 周二收盘后，该公司 发布了 令人失望的第三季度初步业绩： | | Original | Guidance | Updated | Preliminary | | --- | --- | --- | --- | --- | | | Consensus | | Consensus | Results | | Net Sales | 5.95 | 5.0-6.0 | 5.41 | 4.5-4.6 | | Non-GAAP Gross Margin | n/a | n/a | n/a | 9.7% | | Non-GAAP EPS (S) | 0.66 | 0 ...

Are Supermicro's preliminary results a warning for AI stock investors?In today's video, I discuss Super Micro Computer (SMCI -3.34%) and whether its preliminary results serve as a warning for artificial intelligence (AI) stock investors. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of April 29, 2025. The video was published on April 29, 2025. ...

Core Viewpoint - The investment strategy focuses on fundamental, bottom-up analysis with an emphasis on long-term quality growth, targeting companies in niche markets with strong growth potential and reasonable valuations [1]. Group 1: Investment Strategy - The investment style is characterized by a long-term approach, avoiding short-term stock performance as a measure of quality [1]. - The portfolio typically consists of 15-20 stocks, emphasizing diversification, risk management, and macro-driven sector weights [1]. - The target annual return for the portfolio is set at 15% [1]. Group 2: Company Characteristics - The ideal companies for investment are those with strong management teams, sound capital allocation policies, and significant growth potential [1].

I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry. I am located in Germany and have worked quite some time as an auditor for Pri ...