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 ...

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]

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 ...

The years-long uptrend in artificial intelligence (AI) stocks may be taking a break, but AI integration isn't slowing down. There's still a ton of work to be done before tech companies and the cloud computing players that support them will have enough AI computing capacity in service to meet the market's needs, and plenty of companies are well positioned to benefit from the infrastructure spending to come.One company that's in a strong position is Super Micro Computer (SMCI 0.06%). It's a key provider of th ...

I feel good because Super Micro Computer (NASDAQ: SMCI ) stock delivered a nice rally after my previous bullish call published in mid-January . Despite the recent overall stock market volatility, SMCI is currently still 11% higher compared to the dateAs an investor who started my path five years ago with my own capital, I represent a blend of hands on experience and academic background in corporate finance. Due to my relatively young age I thrive on discovering long-duration growth opportunities and activel ...

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An investment in SMCZ is not an investment in Super Micro Computer, Inc. About Defiance ETFs Founded in 2018, Defiance is at the forefront of ETF innovation. Defiance is a leading ETF issuer specializing in thematic, income, and leveraged ETFs. Our first-mover leveraged single-stock ETFs empower investors to take amplified positions in high-growth companies, providing precise leverage exposure without the need to open a margin account. MIAMI, April 01, 2025 (GLOBE NEWSWIRE) -- Defiance ETFs introduces SMCZ, ...

A recent pullback in a rapidly growing tech stock offers opportunistic investors a solid deal, while a key player in the artificial intelligence (AI) revolution has a lot to prove. For much of the last two-and-a-half years, optimists have been holding the reins on Wall Street. Since bottoming out between late September and mid-October 2022, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have all gone on to respectively reach multiple record-closing highs. Although the heart of this rally li ...

Group 1: Stock Splits and Market Performance - Super Micro Computer completed a 10-for-1 stock split in October 2024, while Arista Networks completed a 4-for-1 stock split in December 2024, but neither stock has outperformed the S&P 500 since the splits were announced [1] - Historically, stocks that split have outperformed the benchmark index by an average of 13 percentage points in the year following the announcement [2] Group 2: Super Micro Computer Overview - Super Micro Computer specializes in building data center servers, including liquid-cooled server racks optimized for artificial intelligence (AI), with a market forecast to grow at 30% annually through 2033 [3] - The company has regained compliance with Nasdaq filing requirements after an audit found no evidence of fraud or misconduct related to previous accounting manipulation allegations [6] - For the second quarter of fiscal 2025, revenue rose 55% to $5.6 billion, but gross profit margin contracted 350 basis points to 11.8%, indicating a loss of pricing power amid increasing competition [7] - Wall Street expects earnings to grow at 20% annually through fiscal 2026, making the current valuation of 13 times earnings appear cheap [8] Group 3: Arista Networks Overview - Arista develops networking solutions for cloud and enterprise data centers, with a single operating system for its switches and routers, which reduces network ownership costs and enhances deployment across various cloud types [9] - The company reported fourth-quarter financial results with revenue rising 25% to $1.9 billion and non-GAAP net income increasing 25% to $0.65 per diluted share, with guidance implying 17% revenue growth in 2025 [12] - Arista has a strong presence in high-speed switching categories, holding more than three times the market share of its closest competitor, Cisco Systems, positioning it well to benefit from AI-driven demand for faster data center networks [11] - Management's guidance for 17% revenue growth in 2025 suggests similar earnings growth, and the stock is currently 40% off its high, indicating a potential buying opportunity [14]

As the liquid cooling market enters 2025, some names seem better poised than the rest to take advantage of the current AI trend. Super Micro Computer, Inc. ( SMCI ) presents itself as a middlemanI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to ...