Core Viewpoint - Super Micro Computer's stock has experienced significant sell-offs due to concerns over competition from a new AI model, DeepSeek's R1, which may reduce reliance on high-performance hardware [1][2][3]. Group 1: Stock Performance - Super Micro Computer's share price fell by 12.5% in a single trading day, contrasting with a 1.8% decline in the S&P 500 and a 3.5% decline in the Nasdaq Composite [1]. - The stock is now down 75.5% from its peak last year [3]. Group 2: Competitive Landscape - DeepSeek's R1 AI model has been reported to perform comparably or better than OpenAI's ChatGPT, raising concerns about the U.S. losing its competitive edge in AI to China [2][5]. - The emergence of DeepSeek's R1 highlights AI as a critical area of global competition, which could impact Super Micro Computer's market position [5]. Group 3: Hardware Dependency - Nvidia's advanced GPUs are essential for Supermicro's high-performance servers, and the potential shift towards less powerful hardware for AI could affect demand for Supermicro's products [3]. Group 4: Regulatory and Financial Concerns - The U.S. Department of Commerce is investigating how Nvidia chips, which were banned from export, ended up in China, raising concerns for Supermicro and its distribution channels [6]. - Supermicro has delayed filing its 10-K report due to potential accounting issues, which could lead to significant downward revisions of previously stated results, further impacting its stock price [7].

Author Background - Bashar is a contributing writer at Seeking Alpha, focusing on Long/Short investment ideas with a geographic focus in North America [1] - Previously worked at an Investment Fund in the United Kingdom [1] - Holds a Master's degree in Finance from Queen Mary University of London and a Bachelor's degree in Economics from Middlesex University [1] Disclosure Information - The analyst has no stock, option, or derivative positions in any mentioned companies and no plans to initiate such positions within the next 72 hours [2] - The article expresses the analyst's own opinions and is not receiving compensation other than from Seeking Alpha [2] - No business relationship exists with any company whose stock is mentioned in the article [2] Seeking Alpha's Disclaimer - Past performance is no guarantee of future results [3] - No investment recommendations or advice are provided regarding suitability for particular investors [3] - Views expressed may not reflect those of Seeking Alpha as a whole [3] - Seeking Alpha is not a licensed securities dealer, broker, or US investment adviser or investment bank [3] - Analysts are third-party authors, including both professional and individual investors, who may not be licensed or certified by any institute or regulatory body [3]

KUALA LUMPUR, Malaysia, Jan. 27, 2025 (GLOBE NEWSWIRE) -- VCI Global Limited (NASDAQ:VCIG) ("VCI Global"), through its AI subsidiary, AI Computing Center Malaysia Sdn. Bhd. ("AICC" or the "Company") proudly announces a major AI asset acquisition through Super Micro Computer, Inc. (NASDAQ:SMCI) ("Supermicro"). This strategic investment entails the procurement of state-of-the-art 64 Supermicro servers equipped with 512 NVIDIA H200 Tensor Core Graphics Processing Units ("NVIDIA H200 GPUs"), for the launch of i ...

Buying a top growth stock after it plummets in value can have the potential to produce significant returns. But investors should be careful in picking up stocks which crashed heavily, as there are often good reasons for the sell-off. The risk is you may end up buying a stock that's destined to fall even further in value.Super Micro Computer (SMCI -1.33%) is a good example of a stock which may have a lot of potential upside that's down big. In just six months, its shares dropped 57%. There are significant qu ...

Super Micro Computer (NASDAQ: SMCI) stock delivered impressive price appreciation in the first half of 2024. However, an August 27 report from now-defunct short-selling activist group Hindenburg Research brought up allegations of widespread fraud and accounting malpractice.A day later, the semiconductor business announced that it would delay the filing of its annual report. By late September, a probe from the Department of Justice (DOJ) was underway — and in late October, the company’s auditor, Ernst & Youn ...

Article Summary - The article discusses Super Micro Computer, Inc (NASDAQ: SMCI) as a swing trade idea, published on 12-10-2024 by Seeking Alpha [1] - The core style of the research is to provide actionable and unambiguous investment ideas based on independent analysis [1] - The research service mentioned, Envision Early Retirement, offers at least one in-depth article per week on such investment ideas [1] Performance and Membership - The research service claims to have helped members outperform the S&P 500 and avoid significant drawdowns despite extreme volatility in both equity and bond markets [2] - A 100% risk-free trial is offered for potential members to evaluate the effectiveness of the service [2]

Core Viewpoint - Investors are looking forward to Supermicro's update to alleviate their concerns regarding the company's performance and outlook [1] Group 1 - Supermicro's stock prices referenced were from the afternoon of January 14, 2025 [1] - The video discussing Supermicro was published on January 16, 2025 [1]

Retailers Can Leverage AI to Increase Revenue and Reduce Costs with Supermicro and NVIDIA's CollaborationSAN JOSE, Calif. and NEW YORK, Jan. 14, 2025 /PRNewswire/ -- National Retail Federation (NRF) -- Supermicro, Inc. (SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, is showcasing the latest solutions for the retail industry in collaboration with NVIDIA at the National Retail Federation (NRF) annual show. As generative AI (GenAI) grows in capability and becomes more easily a ...

Super Micro Computer (SMCI -4.66%) is working diligently to assuage investors who are concerned about its financial statements.*Stock prices used were the afternoon prices of Jan. 10, 2025. The video was published on Jan. 12, 2025. ...

Stock Performance - Super Micro Computer (SMCI) stock fell 5.3% as of 12:45 p.m. ET, with an intraday decline of up to 11% earlier in the session [5] - The stock decline coincided with broader market downturns, as the S&P 500 index was down 0.2% and the Nasdaq Composite index was down 0.8% [5] Regulatory Impact - The U S government plans to expand restrictions on AI chip exports to countries including China, Russia, Iran, and North Korea, which could limit Supermicro's growth opportunities [1][3] - The U S is investigating how Nvidia chips banned from export to China ended up in the country, with Supermicro being part of the probe [4] Business Outlook - Supermicro is set to publish its delayed 10-K report before Feb 25, which could significantly impact its stock performance depending on whether the report aligns with or revises previous results [2] - The company is a leading player in the AI server space and a major customer of Nvidia, relying on its advanced GPUs for high-performance rack servers in AI data centers [6] Geopolitical Dynamics - Geopolitical tensions between the U S and China, particularly around AI technology, could play a significant role in Supermicro's stock performance [4] - The U S aims to strengthen its competitive positioning in AI technology by limiting advancements of geopolitical rivals through export restrictions [3]