$Super Micro Computer (SMCI.US)$
After the audit scandal, the stock price of American Supermicro has been plummeting, but due to a considerable increase in the first quarter of this year, it still has accumulated a 42% increase year-to-date.
On the 10th, American Supermicro CEO Liang Jianhui stated at a Reuters event that the company will submit earnings reports before February next year, believing that the company's stocks will not be delisted from the Nasdaq Exchange.
Looking ahead, American Supermicro's servers and AI infrastructure products still play an important role in the generative AI trend, and collaborations with well-known companies like Elon Musk's xAI have increased its competitiveness. If the company can submit earnings reports on time and prove that the audit issues have been resolved, it is hopeful to regain investors' trust. In the future, American Supermicro is expected to attract long-term investors back with the growth momentum of its AI business.
After the audit scandal, the stock price of American Supermicro has been plummeting, but due to a considerable increase in the first quarter of this year, it still has accumulated a 42% increase year-to-date.
On the 10th, American Supermicro CEO Liang Jianhui stated at a Reuters event that the company will submit earnings reports before February next year, believing that the company's stocks will not be delisted from the Nasdaq Exchange.
Looking ahead, American Supermicro's servers and AI infrastructure products still play an important role in the generative AI trend, and collaborations with well-known companies like Elon Musk's xAI have increased its competitiveness. If the company can submit earnings reports on time and prove that the audit issues have been resolved, it is hopeful to regain investors' trust. In the future, American Supermicro is expected to attract long-term investors back with the growth momentum of its AI business.
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$Super Micro Computer (SMCI.US)$
The special committee has confirmed the integrity of the management, found no evidence of fraud, which is a Bullish sign for SMCI Stocks. Super Micro has appointed a new independent auditor - BDO. It is a reputable leading accounting firm. This means that Super Micro is now able to submit annual and quarterly reports in a timely manner. BDO believes that Super Micro's financial situation is sound, and the management has the ability to restore investor confidence.
Due to the collaboration with the semiconductor giant NVIDIA Corporation (NVDA), Super Micro's Business can expand. After all, Super Micro's AI servers are essential for installing AI Chips. Additionally, Super Micro's market share in the AI server market is only 10%, indicating huge potential for Business expansion.
At the same time, Supermicro's return on equity (ROE) is 34%, exceeding the average level of 20.3% in the computer storage equipment industry, indicating strong profitability, as ROE above 20% is generally considered strong.
The special committee has confirmed the integrity of the management, found no evidence of fraud, which is a Bullish sign for SMCI Stocks. Super Micro has appointed a new independent auditor - BDO. It is a reputable leading accounting firm. This means that Super Micro is now able to submit annual and quarterly reports in a timely manner. BDO believes that Super Micro's financial situation is sound, and the management has the ability to restore investor confidence.
Due to the collaboration with the semiconductor giant NVIDIA Corporation (NVDA), Super Micro's Business can expand. After all, Super Micro's AI servers are essential for installing AI Chips. Additionally, Super Micro's market share in the AI server market is only 10%, indicating huge potential for Business expansion.
At the same time, Supermicro's return on equity (ROE) is 34%, exceeding the average level of 20.3% in the computer storage equipment industry, indicating strong profitability, as ROE above 20% is generally considered strong.
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$NVIDIA (NVDA.US)$
10DJ Jensen Huang's key to victory: mastering the company's pulse through T5T emails, achieving flat hierarchies.
One of the world's most valuable companies, Huang Renxun (Jensen Huang), browses through his inbox every morning to check the 100 most important emails he needs to read that day.
10DJ Jensen Huang's key to victory: mastering the company's pulse through T5T emails, achieving flat hierarchies.
One of the world's most valuable companies, Huang Renxun (Jensen Huang), browses through his inbox every morning to check the 100 most important emails he needs to read that day.
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$Super Micro Computer (SMCI.US)$
Super Micro CEO Says He Is Confident the Company's Stock Won't Be Delisted From Nasdaq - Interview
超邁克公司CEO表示他對公司的股票不會從納斯達克退市充滿信心 - 採訪
Super Micro CEO Says He Is Confident the Company's Stock Won't Be Delisted From Nasdaq - Interview
超邁克公司CEO表示他對公司的股票不會從納斯達克退市充滿信心 - 採訪
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$Super Micro Computer (SMCI.US)$
Super Micro Computer has had its ups and downs recently but it's still a major player in the AI revolution.
超微電腦最近經歷了一些起伏,但它在人工智能革命中仍然是一支重要力量。
Super Micro Computer has had its ups and downs recently but it's still a major player in the AI revolution.
超微電腦最近經歷了一些起伏,但它在人工智能革命中仍然是一支重要力量。
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$Super Micro Computer (SMCI.US)$
Elon Musk is competing in the AI supercomputer field, supported by both Nvidia and American Supermicro. https://www.ctee.com.tw/news/20241206700065-439901
Elon Musk is competing in the AI supercomputer field, supported by both Nvidia and American Supermicro. https://www.ctee.com.tw/news/20241206700065-439901
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$Super Micro Computer (SMCI.US)$
While there are various unfounded rumors circulating, some bulls remain bullish on this AI "darling". Analyst KC Rajkumar of Lynx Equity Strategy stated that regardless of its regulatory challenges, SMCI can maintain a leading position in the liquid-cooled server rack space, which is crucial for large-scale, scalable AI datacenters.
While there are various unfounded rumors circulating, some bulls remain bullish on this AI "darling". Analyst KC Rajkumar of Lynx Equity Strategy stated that regardless of its regulatory challenges, SMCI can maintain a leading position in the liquid-cooled server rack space, which is crucial for large-scale, scalable AI datacenters.
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$Super Micro Computer (SMCI.US)$
Barclays analyst George Wang CFA maintains a neutral stance on SMCI stocks and gives a hold rating on November 5th.
George Wang CFA's rating is based on the latest developments in super micro computer. The company faced setbacks due to the resignation of the previous auditor, leading to a lack of audited financial statements. This situation has raised concerns about the company's financial transparency and the reliability of reported financial data.
Given these uncertainties, George Wang CFA rates the stock as hold. This rating indicates that while the company has potential, unresolved issues in its financial audits need to be addressed before presenting stronger investment recommendations. It is advisable for investors to carefully consider these factors in the decision-making process.
Wang CFA covers the technology sector, focusing on stocks like super micro computer, Flex, Garmin, etc. According to TipRanks' data, Wang CFA's average return on investment is 8.3%, with a success rate of stock recommendations at 57.81%.
In another report released on November 5th, Goldman Sachs also gave the stock a 'hold' rating with a target price of $67.50.
Barclays analyst George Wang CFA maintains a neutral stance on SMCI stocks and gives a hold rating on November 5th.
George Wang CFA's rating is based on the latest developments in super micro computer. The company faced setbacks due to the resignation of the previous auditor, leading to a lack of audited financial statements. This situation has raised concerns about the company's financial transparency and the reliability of reported financial data.
Given these uncertainties, George Wang CFA rates the stock as hold. This rating indicates that while the company has potential, unresolved issues in its financial audits need to be addressed before presenting stronger investment recommendations. It is advisable for investors to carefully consider these factors in the decision-making process.
Wang CFA covers the technology sector, focusing on stocks like super micro computer, Flex, Garmin, etc. According to TipRanks' data, Wang CFA's average return on investment is 8.3%, with a success rate of stock recommendations at 57.81%.
In another report released on November 5th, Goldman Sachs also gave the stock a 'hold' rating with a target price of $67.50.
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