$SUPER MICRO COMPUTER INC(SMCI)$ 76 new jobs were added to the career site today. That's the highest single-day total I've seen since I started tracking this. Global growth looks like it's ramping up.
$SUPER MICRO COMPUTER INC(SMCI)$ While bears argue over headlines, Supermicro is positioned directly inside the infrastructure buildout powering the biggest AI workloads on earth. NVDA has a deep platform/OEM relationship with them across next-gen GPU systems. AMD is tied in through Instinct-based AI infrastructure, and Intel through longstanding server/platform collaboration. Supermicro systems are also deployed in xAI's massive AI clusters, with major hyperscale and neocloud customers driving rack-scale demand. Their direct liquid-cooling technology is built for increasingly power-dense AI factories. Now combine that positioning with $11.1B quarterly revenue, $60B+ in new orders, a record backlog, and $65B–$72B FY27 revenue guidance. Every
$SUPER MICRO COMPUTER INC(SMCI)$ Why can't this be in the 50s or 100s? The company makes around 70 billion in revenue and the market cap is only about 25 billion.
$SUPER MICRO COMPUTER INC(SMCI)$ A pullback to 35.75 would be a nice consolidation setup after the recent big move, setting up for the next leg up in my view. The top of the ichimoku is also being tested right here. A move back to 39.45 might just leave that lower fib level behind if there's follow-through. Watching for fireworks.
$SUPER MICRO COMPUTER INC(SMCI)$ $60 soon. The product speaks for itself. Data centers are still in the early stages of buying land, meeting demand, handling legal matters, and so on. Once they start coming online and actually being used, things should pick up. On a side note, if anyone thinks data centers are for deep space or Mars missions, that's not really convincing. It's more about surveillance, and eventually there will be an A.I. agent assigned to every person on the planet.
$SUPER MICRO COMPUTER INC(SMCI)$ This stock has been closing in the red almost every day for weeks now. At this point, the least it can do is keep up a decent run to the upside. So far, management hasn't created another disaster, and Trump has been relatively quiet. For this stock, that's basically a bullish catalyst.
$SUPER MICRO COMPUTER INC(SMCI)$ This is off topic from SMCI, but does anyone know of other stocks with insane growth and strong financials that are still trading at a low valuation — the kind that could turn into a multi-bagger? Aside from Google, that is.