This news release constitutes a “designated news release” for the purposes of the Company’s prospectus supplement dated May 30, 2025 to its short form base shelf prospectus dated May 15, 2025. MIAMI, June 10, 2025 (GLOBE NEWSWIRE) -- Digi Power X Inc. (“Digi Power X” or the “Company”) (Nasdaq: DGXX / TSXV: DGX), an innovative energy infrastructure company that develops data centers, is pleased to announce the release of the following report to shareholders by Michel Amar, Chairman and Chief Executive Office ...

Core Insights - Super Micro Computer (SMCI) is experiencing strong demand for its AI infrastructure, particularly in storage and server offerings, which are providing customers with higher computational densities and lower total cost of ownership for AI services [1] Group 1: Company Performance - In Q3 of fiscal 2025, SMCI reported high volume shipments of liquid-cooled 4U NVIDIA B200 HGX systems and GB200 NVL72 racks, indicating robust demand for its AI product line [2] - The company achieved a production milestone of 5,000 racks per month, with over 2,000 being direct liquid cooling (DLC) racks, to meet the rising demand for AI solutions [3] - SMCI's enterprise data center customer vertical generated $1.9 billion in revenues, contributing to 42% of total revenues in Q3 of fiscal 2025, up from 25% in the previous quarter, highlighting the increasing significance of AI products in its revenue stream [4] Group 2: Revenue Guidance and Estimates - Due to the rising adoption of its AI infrastructure and DLC offerings, SMCI has provided revenue guidance of $21.8-$22.6 billion for fiscal 2025, with a Zacks Consensus Estimate of $22.12 billion, reflecting a year-over-year growth of 48% [5] - Despite the strong revenue growth forecast, earnings estimates for fiscal 2025 indicate a decline of 6.33% year-over-year, while estimates for fiscal 2026 suggest a recovery with a growth of 35.75% [13] Group 3: Competitive Landscape - SMCI faces strong competition from Hewlett Packard Enterprise (HPE) and Dell Technologies (DELL) in the server market, with HPE recently entering the AI infrastructure space and reporting a 6% year-over-year growth in server segment sales due to demand for AI servers [6][7] - Dell also offers a variety of server solutions, including PowerEdge Rack Servers and Modular Infrastructure, positioning itself as a competitor in the AI-server market alongside HPE [8] Group 4: Valuation Metrics - SMCI's shares have increased by 33.8% year-to-date, contrasting with a decline of 1.6% in the Zacks Computer-Storage Devices industry [9] - The company trades at a forward price-to-sales ratio of 0.82X, which is lower than the industry average of 1.65X, indicating a potentially attractive valuation [12]

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Core Viewpoint - Super Micro Computer (SMCI) stock has seen a significant increase, driven by analyst upgrades, a $20 billion partnership with DataVolt, and potential short squeeze dynamics [2][3] Stock Performance - SMCI stock rose nearly 5% in a recent trading session and is approximately 35% higher over the past month [2] - As of May 2025, around 20% of SMCI's outstanding shares were held in short positions, indicating potential for a short squeeze [2] Financial Performance - Nvidia's recent Q1 results positively impacted SMCI, with Blackwell GPU sales doubling and constituting 70% of Nvidia's data center revenue [3] - SMCI's revenues have increased significantly, with an average growth rate of 68.1% over the last three years, and a 82.5% increase from $9.3 billion to $21 billion in the past 12 months [8] - Quarterly revenues rose 19.5% to $5.7 billion from $3.7 billion a year prior [8] Valuation Metrics - SMCI holds a price-to-sales (P/S) ratio of 1.2, compared to 3.0 for the S&P 500, indicating it may be undervalued [7] - The price-to-earnings (P/E) ratio for SMCI is 22.4, while the S&P 500 stands at 26.4 [7] Profitability Analysis - SMCI's operating income over the past four quarters was $1.3 billion, resulting in a low operating margin of 6.1% compared to 13.2% for the S&P 500 [9] - The net income margin for SMCI is 5.3%, significantly lower than the S&P 500's 11.6% [9] Financial Stability - SMCI's debt stood at $2.5 billion with a market capitalization of $25 billion, resulting in a healthy debt-to-equity ratio of 9.7% [10] - Cash and cash equivalents amount to $2.5 billion, leading to a strong cash-to-assets ratio of 23.6% [10] Resilience During Downturns - SMCI stock has shown more resilience than the S&P 500 during recent downturns, recovering fully from significant declines in past crises [11][12][13] Overall Outlook - SMCI exhibits strong growth and financial stability but faces challenges with profitability and governance issues, including past allegations of accounting irregularities [14]

Core Viewpoint - The article discusses the investment strategy of riding up a short squeeze, particularly focusing on Super Micro Computer Inc. (SMCI) as a potential opportunity for investors due to its high short interest and recent performance trends [2][3][5]. Group 1: Investment Strategy - The strategy of riding up a short squeeze can lead to significant returns as short sellers are forced to buy back shares, creating additional buying pressure [2][3]. - Super Micro Computer is highlighted as a stock with high short interest, which could trigger a short squeeze if the stock maintains upward momentum [4][5]. Group 2: Company Performance and Forecast - As of May 2025, 20.9% of Super Micro Computer's shares were held in short positions, indicating a significant potential for a short squeeze [5]. - The stock has shown a 20.9% monthly performance, suggesting that if this trend continues, a short squeeze is likely [5]. - The potential closing of short positions could amount to $4.4 billion, providing a strong tailwind for the stock to return to previous highs [6]. Group 3: Institutional Interest and Valuation - Institutional investors have purchased $4.3 billion in Super Micro Computer stock over the past quarter, indicating strong interest and confidence in the company's future [8]. - The stock currently trades at only 40% of its 52-week high, presenting a favorable risk-to-reward ratio for investors [7]. - Analysts forecast a 12-month price target of $45.63, representing a 10.74% upside from the current price of $41.20 [9]. Group 4: Future Growth Potential - Super Micro Computer is partnering with the Saudi government to build AI infrastructure, which could enhance its financial outlook [9]. - Analysts predict earnings per share (EPS) could rise to $0.94 by Q4 2025, a threefold increase from the current EPS of $0.31, which could positively impact the stock price [11]. - Nehal Chokshi from Northland Securities has set a valuation target of $59 per share, implying a potential upside of 44.6% from current levels [13][14].

There is still considerable resistance standing in the way of the technology sector in the United States, as some bearish analysts argue that the current state of trade tariffs hinders their ability to accurately forecast future growth prospects and valuations. However, there is one stock that has managed to position itself among the winners in this space today, regardless of how President Trump works to implement new trade strategies. Super Micro Computer TodaySMCISuper Micro Computer$40.01 -1.14 (-2.77%) ...

Core Insights - Super Micro Computer's stock is currently undervalued compared to its price in late February, indicating a potential investment opportunity [1]. Company Overview - Super Micro Computer (NASDAQ: SMCI) is highlighted as a company that may have been misjudged in terms of its stock valuation, suggesting a need for reevaluation by investors [1]. Analyst Background - The analyst has a decade of experience in a Big 4 audit firm, focusing on banking, mining, and energy sectors, which provides a strong foundation for financial analysis [1]. - The analyst currently serves as the Head of Finance for a retail real estate company, overseeing complex financial operations and strategy [1]. - The analyst has 13 years of active investment experience in the U.S. stock market, with a portfolio that reflects a balanced approach towards value and growth stocks [1].

Investment Ratings - The report rates Amphenol shares as Buy, indicating a positive outlook based on its leading position in the connector market and expected growth in AI infrastructure spending [16][10] - Dell Technologies shares are also rated as Buy, supported by anticipated growth in AI server revenues and a cyclical recovery in tech hardware [23][11] Core Insights - The improving demand outlook for AI, coupled with the expansion of NVIDIA's NVLink technology, is expected to benefit connector manufacturers, particularly Amphenol, which holds a significant market share in high-speed, low-latency connectors [5][10] - Dell is projected to achieve at least 50% year-over-year growth in AI server revenues for CY25, driven by improvements in GB200 NVL72 ramp noted by Wistron, a key ODM supplier [5][11] - The report highlights advancements in Direct Liquid Cooling (DLC) solutions as critical for AI hardware integration, indicating a positive trend for AI infrastructure providers [7] Company Summaries Amphenol Corp - Amphenol is the second-largest global connector manufacturer, with approximately 14% of worldwide connector shipments in 2023, and operates across various end markets including industrial, automotive, and IT data communications [15] - The company is expected to resume above-market sales and earnings as technology hardware spending increases, particularly in AI infrastructure [16] - The target price for Amphenol is set at $100, based on a 33x PE multiple applied to FY26E EPS, reflecting its growth potential [17] Dell Technologies - Dell is a leading provider of technology hardware, operating through segments including Infrastructure Solutions Group and Client Solutions Group [22] - The company is expected to benefit from a cyclical recovery in tech hardware and its strong position in commercial PCs and AI offerings [23] - The target price for Dell is set at $128, based on a 12.5x P/E multiple applied to N24M EPS estimates [24] Super Micro Computer, Inc. - Supermicro designs and manufactures high-performance server and storage systems, with a focus on AI-driven infrastructure [28] - The company is rated Neutral/High Risk due to competitive pressures in the AI server landscape, despite its significant market share [30] - The target price for Supermicro is set at $37, based on a 9-9.5x P/E multiple applied to FY27 estimates [32]

Even though the S&P 500 has recovered most of its losses in 2025, this has been a challenging year for some stocks as they grapple with regulatory challenges and economic uncertainty. Let's explore the pros and cons for Super Micro Computer (SMCI 0.91%) and Alphabet (GOOGL -0.38%) (GOOG -0.40%). Super Micro Computer Down 65% from an all-time high of $119 reached in early 2024, Super Micro Computer's stock crash predates Trump's trade war. Last year, the company was hit by a short-seller report accusing it o ...

Group 1 - The article highlights the investment potential of Super Micro Computer, Inc. (NASDAQ: SMCI), which was previously rated as a "Strong Buy" in December 2022 [1] - Daniel Sereda, the chief investment analyst, emphasizes the importance of filtering vast amounts of data to identify critical investment ideas [1] - The investing group Beyond the Wall Investing provides access to high-quality analysis and insights similar to those used by institutional market participants [1]