Super Micro Computer(SMCI)

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ChatGPT reveals two stocks to buy with $1,400 IRS payment
Finbold· 2025-04-15 09:49
Some of us might be due for a windfall in the form of a $1,400 IRS payment. Today is Tax Day, and on top of that, the last day that you can apply to claim a recovery rebate credit for 2021.Confused? During the pandemic, the government sent out several rounds of stimulus checks. Seeing as how many Americans did not file for 2021 taxes — either due to low income or loss of labor, they did not file for this particular check — but they do qualify.If you’re not facing immediate and necessary expenses, putting th ...
Super Micro Computer: The Turning Point Is For Real, Hang Tight
Seeking Alpha· 2025-04-12 13:00
Group 1 - The core focus of JR Research is on identifying attractive risk/reward opportunities that can generate alpha above the S&P 500 through robust price action [1][2] - The investment strategy emphasizes growth investing, combining price action analysis with fundamental investing while avoiding overhyped stocks [2] - JR Research runs the Ultimate Growth Investing group, which specializes in high-potential opportunities across various sectors with a 18 to 24 month outlook for investment theses [3] Group 2 - The group targets growth stocks with strong fundamentals, buying momentum, and turnaround plays at attractive valuations [3] - The investment approach capitalizes on battered stocks that have significant upside recovery potential [2] - JR Research has been recognized as a top analyst for technology, software, and internet sectors, indicating a strong track record in identifying growth opportunities [1]
Super Micro Computer: The Shift You Can't Ignore
Seeking Alpha· 2025-04-10 13:30
Yiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-potential winners before they break out, focusing on asymmetric opportunities (with at least upside potential of 2-3X outweighing the downside ...
5 AI Bigwigs to Buy at Attractive Valuations Amid Extreme Volatility
ZACKS· 2025-04-10 13:00
U.S. stock markets have been witnessing extreme volatility in the last five trading sessions due to the imposition of the Trump administration’s “Liberation Day” tariffs. During this volatile period, a handful of artificial intelligence (AI) infrastructure stocks have become lucrative in terms of valuation. Some of these stocks have tremendous short-term upside along with vast long-term potentials. Five such stocks with a favorable Zacks Rank are NVIDIA Corp. (NVDA) , Broadcom Inc. (AVGO) , Marvell Technolo ...
Can Super Micro Computer Stock Double in Value Within the Next 5 Years?
The Motley Fool· 2025-04-10 08:22
Super Micro Computer (SMCI 15.55%), better known as just Supermicro, has been one of the more volatile artificial intelligence (AI) stocks to own over the past few years. Since 2023, it has risen by 300%, and that's even after giving up some significant gains in the second half of 2024 over concerns about its financial reporting and problems with its auditor.With those issues seemingly resolved now and Supermicro's stock trading at a reduced valuation, is the stock a rally candidate going forward? Could the ...
Short squeeze alert for SMCI stock
Finbold· 2025-04-08 13:47
Monday, April 7, featured one of the strongest intraday reversals in recent memory as investors poured trillions into the stock market on the ‘fake news’ that President Donald Trump is considering a 90-day postponement of his latest tariffs.One of the biggest winners of the day was the disgraced technology giant Super Micro Computer (NASDAQ: SMCI), which rallied more than 10% within the session and ended the day at exactly $33.The upswing continued into the Tuesday pre-market, indicating SMCI shares would o ...
Have $8,000? These 3 Stocks Could Be Bargain Buys for 2025 and Beyond.
The Motley Fool· 2025-04-08 08:10
Core Viewpoint - The current market downturn presents buying opportunities for investors in tech stocks, particularly ASML, TSMC, and Supermicro, despite the challenges posed by tariffs and geopolitical tensions [1][2]. Group 1: ASML - ASML is the leading producer of lithography systems essential for chip manufacturing, particularly the only supplier of extreme ultraviolet (EUV) systems [3][4]. - The stock has declined nearly 40% over the past year due to export curbs and tariffs, but the exclusion of semiconductors from tariffs and growth in the AI market are expected to support its EUV business [4][5]. - Analysts project ASML's revenue and earnings per share (EPS) to grow at a compound annual growth rate (CAGR) of 12% and 22% from 2024 to 2027, respectively, making its stock appear historically cheap at 20 times next year's earnings [5][6]. Group 2: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is the largest contract chipmaker globally, producing chips for major companies like Apple and Nvidia, with operations in multiple countries [7]. - The stock has seen a 3% increase over the past year but has dropped 27% year to date due to tariffs and geopolitical tensions, although a $165 billion investment in U.S. fabs over the next four years may mitigate these impacts [8][9]. - Analysts expect TSMC's revenue and EPS to grow at a CAGR of 22% and 24% from 2024 to 2027, driven largely by the AI market expansion, with the stock trading at 13 times next year's earnings [9]. Group 3: Supermicro - Supermicro specializes in building servers for data centers, focusing on dedicated AI servers, and has a strong partnership with Nvidia for GPU access [10][11]. - The stock has plummeted nearly 70% over the past year due to various setbacks, including allegations of inflated revenue and regulatory scrutiny, but has recently made improvements by hiring a new auditor and submitting its 10-K filing [11][12]. - Analysts forecast Supermicro's revenue and EPS to grow at a CAGR of 38% and 22% from 2024 to 2027, respectively, with the stock trading at 9 times next year's earnings, indicating potential for a higher valuation if the company stabilizes and expands its U.S. manufacturing [12].
Super Micro Computer: The Worst Might Be Over (Rating Upgrade)
Seeking Alpha· 2025-04-07 07:10
In my previous article about Super Micro Computer (NASDAQ: SMCI ) (NEOE: SMCI:CA ) at the end of October, I wrote that SMCI’s investors questioned SMCI accounts’ accuracy after the company’s auditor, Ernst & Young, resigned. This led to further delays for the company’s 10-K filing, which causedA research analyst and a freelance writer looking for value investment opportunities. I have several years of investing experience. I am mostly interested in writing about bargain stocks of large companies. My interes ...
Super Micro Computer: Massive Moat And Beta, Still A Buy
Seeking Alpha· 2025-04-05 05:44
Group 1 - The analysis focuses on the growth prospects of companies and utilizes the Discounted Cash Flow (DCF) model for valuation [1] - Insights are provided on cash flow generation under various business models, indicating a thorough review process [1] Group 2 - The article does not contain any stock or derivative positions in the companies mentioned, ensuring an unbiased perspective [2] - The opinions expressed are solely those of the author and are not influenced by any compensation from companies mentioned [2]
Industry's First-to-Market Supermicro NVIDIA HGX™ B200 Systems Demonstrate AI Performance Leadership on MLPerf® Inference v5.0 Results
Prnewswire· 2025-04-03 13:05
Latest Benchmarks Show Supermicro Systems with the NVIDIA B200 Outperformed the Previous Generation of Systems with 3X the Token Generation Per SecondSAN JOSE, Calif., April 3, 2025 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, is announcing first-to-market industry leading performance on several MLPerf Inference v5.0 benchmarks, using the NVIDIA HGX™ B200 8-GPU. The 4U liquid-cooled and 10U air-cooled systems achieved the best p ...