$SUPER MICRO COMPUTER INC(SMCI)$ 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.
$SUPER MICRO COMPUTER INC(SMCI)$ 60% of my portfolio is in SMCI. Another 20% is in sold SMCI September puts with an average strike between 34 and 36. If it gets there, great. If not, also great. I keep the premium. The remaining 20% is in JD. Near term, my view on SMCI is neutral. Longer term, I'm still bullish. We already hit my 40 to 45 price target after earnings, so I took some profit just under 43 and sold the puts instead. We've run up from 24 recently, so I'm a bit more cautious now. A major goal right now is preserving my 80%+ yearly portfolio gain. A big positive for SMCI is the stronger revenue guidance, and I think they're on the right track for longer term improvement. Another plus is that our funds should now be enough even for 2
$SUPER MICRO COMPUTER INC(SMCI)$ SMCI has the setup to turn into a meme stock on a short squeeze, and if that happens, nobody would be able to keep it under control. Could easily see $400 to $500 in a short time. The underlying strength is actually there — $39 billion and $60 billion in revenue, backlog into 2027, and revenue guided to $72 billion. It is backed by real hardware revenue tied to Nvidia architecture, so not your typical empty meme name.
Interesting seeing shorts showing up here on the weekend trying to spread fear. They must know they're on the wrong side of the trade, and they've got reason to worry. Fundamentals are pushing investors to reprice SMCI, and the valuation gap compared to DELL is pretty glaring. I think we could see some real capital rotation from overvalued DELL into undervalued SMCI going forward. Either way, $SUPER MICRO COMPUTER INC(SMCI)$ looks headed back to $60+.
$SUPER MICRO COMPUTER INC(SMCI)$ While everyone's debating whether the AI boom is getting too expensive, Super Micro Computer just dropped a number that's hard to ignore. That's 72 billion with a B. The AI server specialist expects fiscal 2027 revenue of $65 billion to $72 billion, dramatically above the $52.5 billion analysts were forecasting.