Super Micro Computer stock (NASDAQ: SMCI) has had a solid run, rising by almost 10x over the past three years from levels of about $5 per share in June 2022 to about $47 presently, driven by surging ...
With artificial intelligence (AI) giants repeatedly making history — and investors ready to buy their shares for any price — ...
My last analysis on Super Micro Computer, Inc. (SMCI) was published on Jan 10 under a title of “Super Micro Computer: Commoditization Continues.” The article was triggered by SMCI’s expansion of ...
A few months ago, Supermicro stock was still bouncing back from a slide triggered by an alarming short-seller report. In a technology sector full of hype and extreme valuations, it can be tempting to ...
Super Micro Computer has seen soaring revenue because of the AI boom. It has razor-thin margins compared to other players in the space. The lack of a competitive advantage should keep investors away ...
Super Micro Computer's co-founder was indicted by the United States. The case alleges that the co-founder took Super Micro Computer equipment and illegally sold it to China. Shares of the stock look ...
Super Micro Computer is downgraded to 'sell' due to eroding competitive advantages and underperformance versus peers. SMCI's declining ROIC and profit margins, now at 3.77%, signal loss of its prior ...