Super Micro: The Market Sees Margin Pain, I See AI Boom Leverage
Seeking Alpha·2026-01-06 21:30

The lack of AI enthusiasm for the stock of Super Micro Computer, Inc. didn't really surprise me, even though I had expected the market to have accordedJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My picks h ...