Super Micro Computer: I Was So Wrong About This AI Compounder (Upgrade)

JHVEPhotoI Was Wrong About Supermicro To say that I was wrong about my cautious thesis on Super Micro Computer, Inc. (NASDAQ:SMCI) in early December 2023 is an understatement. SMCI buyers tossed aside my Hold rating as the leading data center rack solutions provider provided a significant upgrade to its outlook at Supermicro's fiscal second-quarter earnings in late January 2024. As a result, I admit that I've completely misjudged Supermicro's near-term AI growth inflection. The company's marked guidance ...