$SUPER MICRO COMPUTER INC(SMCI)$ SMCI appears well-positioned, with strong demand for advanced data center infrastructure, particularly in cooling and efficiency solutions. Growing industry needs could support continued fundamental strength and broader institutional interest.
$SUPER MICRO COMPUTER INC(SMCI)$ The estimated trading range for the near term is around $30 to $35, with a likely close near $32–$34 if the broader market stays stable. For the bigger picture, the odds of SMCI reaching $50 before the August earnings are substantially higher than reaching $60, but both remain possible if sentiment around AI improves.
$SUPER MICRO COMPUTER INC(SMCI)$ SMCI has solid upside potential and is attractive to larger players and the government. Its fundamentals and market position are strong, offering state-of-the-art servers that help data centers address heat and water issues.
$SUPER MICRO COMPUTER INC(SMCI)$ Jane Street purchased 8.5% of total common shares, and this institution posted $39.6 billion in revenue last year. I think this is a positive sign for SMCI.
$SUPER MICRO COMPUTER INC(SMCI)$ Who cares if we've seen $20 and $50 in the last three months. The stock is stuck in that $20-$50 range. It needs to break well above that. Targets should be $150, $250 and keep going up, not get stuck in a three-year cycle.
$SUPER MICRO COMPUTER INC(SMCI)$ All they need to do now is generate some massive profits and buy back the shares that were sold in the massive equity dilution.
$Advanced Micro Devices(AMD)$ I've been looking at the deal between AMD and RXT, which involves a 30MW enterprise AI infrastructure rollout. It feels more like a long-term infrastructure build than a simple partnership announcement. The rollout is set to start ramping in late 2026, which already indicates this isn't about a near-term revenue spike. Key points of the deal: 30MW global AI deployment AMD Instinct GPUs plus EPYC CPU stack Focus on enterprise AI and inference workloads Targeting regulated sectors like healthcare What stands out to me is the structure. This isn't just AMD selling chips; it's about AMD being integrated directly into how enterprise AI systems operate within distributed data centers. Reg
$SUPER MICRO COMPUTER INC(SMCI)$ SMCI needed $7B capital. NVDA is trying to get $20B. Google is trying to get $80B. If you're not looking for working capital, you're not running the company correctly. The payoff comes later. The stock drop is temporary. Can't get from 50 to 90 without going through 30.