Super Micro Computer, Inc. remains a Buy ahead of Q2 earnings, despite recent underperformance and market skepticism. SMCI's ...
Supermicro's pullback may be masking one of the most compelling AI infrastructure setups investors will see this year.
Super Micro Computer has launched construction of a vast tech campus next to a former Fry’s Electronics store in San Jose.
Super Micro Computer sank in December, along with other skittishness in the AI datacenter market. The company has strong guidance for growth in 2026, but is facing risks of a downturn in AI spending.
Super Micro Computer offers liquid-cooled AI systems and an 18.7x forward P/E with Nvidia platform ramps and revenue growth.
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