- Super Micro Computer’s stock rebounded 10% from oversold territory following overblown fears from the Hindenburg short report.
- SMCI ships over 100,000 GPUs quarterly, potentially generating $16 billion in annual revenue from GPU sales alone.
- Street estimates project 205% revenue growth for fiscal Q1 2025, with consensus at $6.46 billion.
- SMCI’s energy-efficient liquid-cooled racks improve data center performance, reducing power demand by up to 40%.
- SMCI received a non-compliance notice due to delayed 2024 filings, risking listing status if unresolved.
Investment Thesis
Since our last buy rating on Super Micro Computer (NASDAQ:SMCI), the technical analysis has proven accurate. The stock rebounded 10% from oversold territory following overblown fears from the Hindenburg Research short report. This recovery affirms our view of SMCI’s resilience and potential for significant upside.
SMCI remains strategically positioned in the booming AI infrastructure market, shipping over 100,000 GPUs per quarter, which could generate up to $16 billion in annual revenue from GPU sales alone. Its liquid cooling advancements and energy-efficient systems, such as the H14 powered by AMD’s (AMD) EPYC processors, give it a competitive advantage in serving AI-driven data centers requiring high-performance, energy-efficient computing solutions.
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