JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

不过，AMD同时警告称，美国政府的出口管制预计将导致其全年营收损失高达15亿美元，再次突显出 口限制对芯片产业带来的重大风险。 英伟达方面则早前披露，由于面向中国市场的H20芯片受到新的许可要求，其第一季度财报中将计入约 55亿美元的存货和采购承诺相关费用。杰富瑞分析师预计，这可能对其营收带来约100亿美元的冲击。 英伟达首席执行官黄仁勋在周二出席Milken Institute年会时指出，中国市场未来几年对AI芯片的需求预 计将达到500亿美元。 另一家AI服务器制造商超微电脑周二公布财报，收入和盈利均位于指引区间高端，但对于当前季度的 展望却令人失望。公司表示，部分客户因英伟达产品线从旧版Hopper过渡到新版Blackwell而推迟采购 决策。 超微电脑梁见后在电话会议上对分析师表示："我们对中期和长期的增长依然充满信心，特别是 Blackwell产品线的需求非常强劲。"受指引偏弱影响，超微电脑股价周三下跌1.4%。 在市场传出特朗普政府可能放松人工智能芯片出口限制的消息后，英伟达(NVDA.US)股价周三盘中强 势拉升，收盘上涨3.1%。其他半导体股也普遍走高，受益于该项可能颠覆拜登政府政策的市场预期 ...

As we had predicted in our previous coverage on the stock, Super Micro Computer, Inc.’s (NASDAQ: SMCI ) early-year upsurge was poised to dissipate. Recall that the stock had more than doubled in the two weeks following itsAnalyst’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 (ot ...

Shares of Super Micro Computer (SMCI -6.10%) are falling on Wednesday. The stock lost 6.7% as of 1:36 p.m. ET, and as much as 7.1% earlier in the day. The leg down comes as the S&P 500 (^GSPC -0.24%) gained 0.4% and the Nasdaq Composite (^IXIC -0.59%) lost 0.1% on the day.A miss from SupermicroThe artificial intelligence (AI) server provider released its Q3 2025 earnings yesterday after the market closed. The numbers underwhelmed investors.Supermicro reported adjusted earnings per share (EPS) of $0.31 on re ...

Advanced Micro Devices Inc (NASDAQ:AMD) and Super Micro Computer Inc (NASDAQ:SMCI) announced first- and fiscal third-quarter results, respectively, after yesterday's close. While the former beat profit and revenue expectations and issued strong current-quarter guidance, the latter missed top- and bottom line estimates and  released a dismal forecast for the fiscal fourth quarter.Analysts are having mixed reactions to Advanced Micro Devices' results, with price-target hikes and cuts across the tape, but BofA ...

Analyst'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 (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

Don’t just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You’ll get exclusive insights into high-focus stocks, curated watchlists, one-on-one portfolio consultations, and everything from live portfolio tracking to earnings updates on 50+ companies. Subscribe today for 20% off.About a week ago, we initiated coverage on Super Micro Computer, Inc. (NASDAQ: SMCI ) with a sell rating, “Disappointment Is Just Getting Started; Sell Call On Super Micro Computer ...

SMCI Super Micro Computer Super Micro Computer Today $32.94 +0.77 (+2.39%) 52-Week Range $17.25 ▼ $101.40 P/E Ratio 16.54 Price Target $48.33 Add to Watchlist The latest trade tariff rollouts by President Trump have hit the technology sector of the United States harder than most expected. The reason is that the tariffs seem to be centered around semiconductors and chipmakers in Asian regions, which consequently hold most of the industry's supply and logistics chain. However, some beliefs might point to a co ...

AI芯片的热门股，CEO同样来自中国台湾的AI半导体股超威半导体（AMD.US）和超微电脑 （SMCI.US），于同日公布了截至2025年3月31日止季度业绩。 超威半导体季绩超预期，但出口管制影响展望 英伟达（NVDA.US）的竞争对手超威半导体，于截至2025年3月31日止的2025财年第1季业绩表现理 想，季度收入按年增长35.90%，至74.38亿美元，高于市场预期的71.3亿美元；非会计准则毛利率按年 提升两个百分点，至54%；非会计准则每股摊薄后盈利按年增长54.84%，至0.96美元，高于市场预期的 0.94美元。 其中，包括AI图形和中央处理器销售额的数据中心分部，实现季度收入36.74亿美元，按年增长 57.21%，该分部的经营利润率也按年提升了0.22个百分点，至23.37%。 由于业绩超越预期，超威半导体的股价在公布业绩之后的盘后交易时段一度大涨近5%，但是随后涨幅 缩小，盘前现涨1.80%，主要原因或是与其业绩指引有关。 超威半导体预计，其2025年第2季收入或约为74亿美元，非会计准则毛利率预计为43%，包括约8亿美元 因新出口管制而产生的库存及相关储备费用，若不考虑这一费用，非会计 ...

I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and ...