Group 1 - The article emphasizes a long-term value investing approach, focusing on classical value ratios such as low P/B, P/FCF, and Owner Earnings discounting [1] - It advocates for self-indexing using the Dow Jones Industrial Average combined with Joel Greenblatt's Magic Formula for tax efficiency [1] - The author has a background in private credit and commercial real estate mezzanine financing, with experience working with top developers [1] Group 2 - The article does not provide any stock, option, or derivative positions in the companies mentioned, nor does it plan to initiate any within the next 72 hours [2] - The content is based on personal opinions and research, and it is not intended as financial advice [3] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect those of the platform as a whole [4]

Super Micro Computer, Inc. (SMCI) jumped 12.2% on Wednesday after filing its long-delayed financial reports, successfully avoiding Nasdaq delisting just before the Feb. 25 deadline. The company’s fiscal 2024 annual report and first two quarters of fiscal 2025 filings removed a major overhang that had weighed on the stock for months.While this regulatory clarity triggered a relief rally, serious risks remain, and investors should take profits before another downturn.Regulatory and Legal Risks Still Loom Larg ...

Core Viewpoint - Super Micro Computer has faced significant challenges recently, including financial reporting issues and a potential Nasdaq delisting, leading to a stock price drop of over 67% from September to mid-November. However, the company has taken steps to regain investor confidence and compliance with Nasdaq requirements, which may present a buying opportunity for investors [1][4][11]. Company Performance and Challenges - Supermicro experienced a remarkable nearly 800% stock gain over the past three years, driven by demand from AI customers for its server products [2][3]. - The company’s revenue in the last year exceeded its total revenue from 2021, highlighting its rapid growth due to AI-related demand [3]. - The situation deteriorated in late August when a short report raised concerns about accounting practices, leading to delayed financial filings and a resignation of the company's auditor [5]. Recovery and Compliance - Supermicro has hired a new auditor, BDO, and successfully filed its overdue financial reports by the Nasdaq deadline, avoiding delisting [6][7]. - The company has regained compliance with Nasdaq filing requirements, which is crucial for maintaining investor interest and institutional support [8][9]. - The absence of restatements in the financial reports is a positive sign for investors, indicating stability in the company's financials [10]. Future Outlook - The AI market is projected to grow from $200 billion today to over $1 trillion by 2030, suggesting significant growth potential for companies like Supermicro [11]. - Despite improvements, Supermicro faces challenges, including an "adverse opinion" from its auditor regarding internal financial controls, prompting the company to implement corrective measures [12]. - The decision to invest in Supermicro may depend on individual risk tolerance, with cautious investors advised to wait for further recovery signs, while aggressive investors might consider buying shares now [13][14].

After a whirlwind of Nasdaq listing and liquidity uncertainties at Super Micro Computer, Inc.’s (NASDAQ: SMCI ) over the past several months, the company has filed its outstanding FY24 10K and F1Q25 and F2Q25 10Qs at the 11Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (o ...

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Super Micro Computer TodaySMCISuper Micro Computer$54.38 +8.84 (+19.41%) 52-Week Range$17.25▼$122.90P/E Ratio27.44Price Target$60.73Add to WatchlistAs investors have followed the development of artificial intelligence and the companies making this technology possible, Super Micro Computer Inc. NASDAQ: SMCI emerged as one of the hottest trending stocks of early 2025. The company has faced significant challenges in recent months, including a broad decline in share price throughout most of 2024, allegations o ...

Shares of Super Micro Computer (SMCI 21.15%) are soaring on Wednesday. The company's stock gained 19.2% by 10:45 a.m. ET and had been up as much as 23.4% earlier in the day. The leap comes as the S&P 500 index gained 0.7% and the Nasdaq Composite gained 1%.Supermicro, a key partner of Nvidia, successfully met the deadline for its delayed 2024 financials. The numbers showed strong growth.Supermicro keeps its promiseThe company, which provides servers to artificial intelligence data centers, reported its FY 2 ...

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

Charles Liang, CEO of Super Micro Computer, during the AMD Advancing AI event in San Jose, California, on Dec. 6, 2023.Super Micro Computer shares rallied 20%% after the AI server company filed its delayed financial results by the Nasdaq's deadline.The company's auditor BDO wrote in the filing that the the consolidated financial statements for the fiscal year ending June 30, 2024 "present fairly, in all material respects, the financial position of the Company" and are "in conformity with accounting principl ...

Super Micro Computer NASDAQ: SMCI is a prominent player in the high-performance computing solutions sector and the company is experiencing a significant surge in its stock value. On February 25, 2025, Super Micro Computer filed its overdue annual report for the fiscal year 2024 (FY2024) and quarterly reports for the first and second quarters of the fiscal year 2025 (FY2025). This action has triggered a positive reaction in the market, with premarket trading up over 20%, suggesting a strong restoration of in ...