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SMCI

$ SMCI Target $ 65.0 Technical and Fundamental AnalysisAfter-hours price : Current: $ 29.50 Technical Analysis • Key Levels: Crossing and holding above $28 on a weekly close could act as a launchpad for targets of $35 and $42. The bullish trajectory depends on maintaining this support level. Future Price Targets • If BDO, SMCI's new auditor, resolves accounting issues without regulatory challenges, the company could aim for a long-term price target of $65. This would rely on continued growth in AI-driven hardware markets and restored investor confidence Fundamental Analysis • Revenue and Earnings Growth: SMCI's revenue grew significantly in recent quarters, driven by demand in AI and data center markets. Forward EPS growth projections for the next two years are 41.3% • Valuation Metrics: SMCI's forward P/E ratio of 5.43 and a PEG ratio of 0.15 highlight a strong value-growth balance • Margins: Over the last ten quarters, SMCI has shown gross margins averaging around 15.97%, with operating margins of 9.72% and net profit margins of 8.88%. These metrics indicate stable profitability but room for improvement in operational efficiency . Summary SMCI's technical breakout above $28 could unlock medium-term targets of $35 and $42, with the potential for $65 long-term if its operational and accounting challenges are addressed. Monitoring its new auditor’s progress and market developments in AI hardware will be crucial. *Disclaimer: This article is for informational purposes only and does not constitute financial advice.*
NASDAQ:SMCILong
by RNB98
2
SMCI AnalysisAt this stage, fundamentals take precedence when analyzing SMCI. While the chart reveals a clear Fibonacci retracement at the current price level (~$28), this also aligns with a strong resistance zone. Historically, such levels represent pivotal decision points for the market, and breaking through this level will require substantial momentum backed by positive fundamental developments about the company. Recently, we saw a price spike after SMCI announced the appointment of a new auditor (BDO USA) and confirmed that it had filed the necessary compliance reports to meet Nasdaq requirements. This was a major step for the company, signaling its commitment to rebuilding trust and stability. From this point onward, good news is the only way forward if SMCI aims to achieve a strong stock price recovery. The current price action reflects the significance of this area, with the stock potentially finding a base here. If upcoming news or developments favor the company, this resistance could be breached with strong bullish momentum. A breakthrough could trigger a rapid upward move, presenting a substantial opportunity to reach the $45 level—a key target that aligns with the next Fibonacci zone and historical price action. In conclusion, while technicals suggest this is a critical point, the fundamentals will ultimately dictate the direction. Investors should stay alert for further updates, as the upside potential towards $45 is significant if the company continues to deliver positive news.
NASDAQ:SMCILong
by Charts_M7M
Can a Tech Giant Rewrite Its Future While Racing Against Time?In a remarkable display of corporate resilience, Super Micro Computer stands at the intersection of crisis and opportunity, navigating regulatory challenges while simultaneously revolutionizing the AI infrastructure landscape. As the company addresses its Nasdaq compliance requirements through comprehensive reforms, including the strategic appointment of BDO USA as its new independent auditor, it hasn't missed a beat in its technological innovation trajectory - a feat that has left critics and supporters watching intently. The numbers tell a compelling story of growth amidst adversity: a staggering 110% revenue surge to $15 billion in FY2024, coupled with a nearly 90% increase in adjusted earnings. But, perhaps more impressive is Supermicro's technical leadership, maintaining an 18-24 month advantage over competitors in liquid-cooled AI rack technology and demonstrating the capability to deploy 100,000-GPU liquid-cooled AI data centers. This technical prowess, combined with strategic partnerships with industry giants like NVIDIA, positions Supermicro at the forefront of the AI infrastructure revolution. Looking ahead, Supermicro's journey represents more than just a corporate turnaround story - it's a masterclass in organizational agility and strategic focus. While many companies might have faltered under the weight of regulatory scrutiny, Supermicro has instead used this moment as a catalyst for transformation, strengthening its corporate governance while accelerating its innovation pipeline. With analyst projections indicating 40%+ earnings growth for FY2025 and revenue expected to surge over 70%, the company's trajectory suggests that sometimes, the most significant opportunities for growth emerge from the crucible of challenge.
NASDAQ:SMCILong
by signalmastermind
WYSWYGThis week, NVDA reports earnings, confirming a couple of things: 1) whether it can sustain its sales, 2) whether it can increase them, and 3) who is distributing its chips( NASDAQ:SMCI , NYSE:DELL ). Similarly, today it signed an agreement with Google to develop quantum computing chips, a revolutionary step in the field of technology. Technically speaking, we have a large symmetrical triangle(D) that has just invalidated any possibility of a drop. Right now, micro-patterns are forming(B,C), pushing the price up and down within a large descending flag(A). If the flag plays out, we could return to the resistance of the massive symmetrical triangle at $122 USD, which would then act as support. On the other hand, this flag could break, as there are several patterns that could quickly invalidate it. Therefore, I believe we’ll see movement in both directions on Wednesday, but ultimately trending higher and the symmetrical end price is $173
NASDAQ:NVDALong
by AllAboutMoney
7
Reversal Incoming CRM Sells Are PossibleWhat do you know about Gravestone Doji? The Gravestone Doji candlestick pattern can be interpreted as a bearish reversal when it occurs at the top of uptrends. The Gravestone Doji can help traders see where resistance to a pricing increase is located. It is typically used with other technical indicators to identify a possible uptrend. What Does a Gravestone Doji Look Like? The Gravestone Doji chart pattern is an inverted “T”-shaped candlestick created when the open, high, and closing prices are nearly equal. The most important part of the Gravestone Doji is the long higher shadow. Why Is the Long Upper Shadow Important? Technicians generally interpret the long upper shadow as meaning that the market is testing to find where supply and potential resistance are located. Bulls Rejected by Bears The construction of the gravestone doji pattern occurs when bulls press prices upward. However, an area of resistance is found at the high of the day, and selling pressure pushes prices back down to the opening price. Therefore, the bullish advance upward was rejected by the bears. Limitations of the Gravestone Doji Although the Gravestone Doji can indicate the coming of a bearish price change, traders should not rely on this indicator alone: True Gravestones are rare since open, high, and closing prices are seldom the same. Successful traders will typically wait until the following day to verify the possibility of a downtrend after a Gravestone. If the Gravestone appears after a pricing downtrend, it can indicate that a price increase may follow. A Gravestone accompanied by higher-than-usual volume is more reliable than one with low volume.
NYSE:CRMShort
by Catchingpips_
The Big Exit | How One Auditor Walked Away from Super MicroThe Governance Shortfall: Inside Super Micro’s Auditor Crisis On Wednesday, shares of the high performance server and storage solutions provider faced renewed selling pressure after the unexpected resignation of its audit firm, Ernst & Young LLP(EY) In July 2024, EY alerted the Audit Committee about several concerns related to governance, transparency, internal controls, and the risk of delayed filing of the company's annual report. In response, the Board formed an independent Special Committee to investigate these matters, engaging Cooley LLP and forensic accounting firm Secretariat Advisors, LLC. Although EY and the Board received preliminary updates on the investigation, the final conclusions have not yet been shared. The ongoing review raised doubts for EY regarding the company’s adherence to the COSO Framework principles for internal controls. EY questioned the company’s commitment to integrity, the independence of the Audit Committee, and the reliability of management’s and the Audit Committee's representations. In its resignation letter, EY expressed its inability to rely on these representations or be associated with the company's financial statements, citing legal and professional obligations. Despite the developments, Super Micro has indicated no expected changes to previously issued financial statements. The company plans to provide a Q1/FY2025 business update next week. However, it’s surprising that management didn’t include preliminary Q1 results in Wednesday's announcement, which could have mitigated the negative impact on its stock. Super Micro is nearing a Nasdaq deadline to either regain compliance with listing requirements or submit a plan. With the auditor’s unexpected departure, it may be difficult for the company to present a viable plan, raising the risk of a near-term delisting. This resignation comes at a critical time for Super Micro, as its rapid growth requires substantial working capital. Based on management’s projections, FY2025 cash needs could reach up to $3 billion, likely necessitating additional capital early next year. However, raising funds without audited financials could be challenging, potentially forcing Super Micro to relinquish market share to competitors like Dell Technologies or Hewlett Packard Enterprise. In my view, EY’s departure increases the likelihood of a prolonged accounting review, which could hinder Super Micro’s ability to secure funding for anticipated growth. Therefore, it is crucial for the company to report strong preliminary Q1/FY2025 results and present a positive outlook next week. Super Micro Computer’s troubles continue, as its auditor resigned due to concerns over management’s integrity and the Audit Committee's independence. This situation makes it unlikely for the company to achieve compliance with Nasdaq requirements soon, raising the potential for a near-term delisting. With a need to re-enter the capital markets in early 2025, audited financials remain essential. A failure to secure funding could result in significant market share loss to major competitors like Dell Technologies and Hewlett Packard Enterprise. Given these challenges, the increased risk of prolonged financial review, and a likely near-term delisting, I am reaffirming my "Sell" rating on Super Micro Computer's common shares.
NASDAQ:SMCIShort
by moonypto
2
SMCI is -85% a buy opportunity while accounting issues continue?Super Micro Computer Inc (SMCI) still haven't found a new Auditing Firm, after it was announced last week that Ernst & Young left them raising governance and management communication issues. Yesterday's Low represents almost a -85% drop from the March $122.50 All Time High (ATH). So is this level a bargain and a buy opportunity for long-term investors? Well while the company hasn't filed the necessary paperwork to meet the regulatory requirements to remain listed on the stock market and no auditor is hired to confirm and signs their reports, investor confidence will remain low (to say the least). It appears that SMCI has turned into the new short favorite for Hedge Funds and that's never ideal. Technically though, the stock hit yesterday its 1W MA200 (orange trend-line) for the first time in 4 years (since October 26 2020)! With that contact, the price initiated a strong multi-week rally that made a new High. This is a textbook buy for long-term investors. Of course it is all about risk and money management and since regulatory risks remain, the capital invested best to be less than usual. Another technical factor supporting a buy on these levels is the 1W RSI, which got oversold (<30.00) for the first time since the weeks of March 16 2020 (almost 31.50) and October 01 2018 (U.S. - China trade wars). Both these times, SMCI kick-started enormous rallies. The October 01 2018 bottom in particular is the starting date of the Fibonacci Channel Up on this chart, which encompasses SMCI's logarithmic growth these past years. As a result the company has only experienced 3 major long-term buy opportunities with the most recent 4 years ago. At the same time, yesterday's Low didn't only make contact with Fibonacci 1.0 of the Channel Up (i.e. the initial top until the price turned parabolic and broke-out) but also almost touched the 0.382 horizontal Fib level, starting all the way from October 2018. It is obvious that purely from a technical perspective such levels are as good as a buy can get. Proper risk management and an exit strategy are needed (in case of delisting) and long-term investors can be patient and take their time to target the $122.50 High again for enormous gains (could take even 1 year). ------------------------------------------------------------------------------- ** Please LIKE 👍, FOLLOW ✅, SHARE 🙌 and COMMENT ✍ if you enjoy this idea! Also share your ideas and charts in the comments section below! This is best way to keep it relevant, support us, keep the content here free and allow the idea to reach as many people as possible. ** ------------------------------------------------------------------------------- 💸💸💸💸💸💸 👇 👇 👇 👇 👇 👇
NASDAQ:SMCILong
by TradingShot
2
Jesus christ!This is the classic example of how a company can lose value when several factors come together. We have an analysis that mentions an issue within the board, an auditor who resigns arbitrarily, and a company that makes billions of dollars with a very good sales report, profit margin, etc. Technically speaking, the scenario is set for the company to potentially reach 60K. The company states that it found no traces of corruption within and is willing to do whatever is necessary to offer confidence to its investors. The only issue putting pressure on the stock price is the fact that they were unable to specify when they will present their 10-K form. This is why we are seeing this drop, which technical analysts are taking advantage of to create the perfect scenario for a major increase. So, yes, I think it is a must-get
NASDAQ:SMCILong
by AllAboutMoney
SMCI after the resignation of E&YSuper Micro Computer's stock has recently experienced significant volatility, particularly following the resignation of its chief accountant. This event has raised concerns among investors, contributing to a notable decline in the company's stock price. The resignation was part of a broader context of challenges faced by Super Micro, including a federal investigation that has been ongoing since September 2024, which has further pressured the stock. In the wake of the accountant's departure, Super Micro's shares fell sharply, reflecting investor anxiety over the company's governance and financial oversight. This decline is compounded by previous fluctuations in the stock, including a substantial drop of 28.6% earlier in September due to various market pressures and concerns about the company's performance and future prospecs. The combination of these factors has led to a cautious outlook among analysts and investors alike. Many are now closely monitoring the situation, particularly as Super Micro prepares to report its earnings soon. The market's reaction to these developments will likely influence the stock's trajectory in the coming weeks.
NASDAQ:SMCI
by j_arrieta
Super Micro Computer (SMCI): Strong Entry After Stock SplitSo far, we’re seeing a strong entry on NASDAQ:SMCI following the 1:10 stock split at the beginning of October. The stock has experienced a relief pump of about 20%, which is a solid move in the right direction. 🔥 Super Micro Computer announced on Monday that it’s currently shipping over 100,000 graphics processors per quarter. Additionally, the company introduced a new suite of liquid cooling products, which further fueled its shares, pushing them up 14% after weeks of slumping. If these gains hold, Super Micro is on track to add more than $3 billion to its market value. At this point, the first resistance level has been met, and we are closely monitoring how the stock reacts. If NASDAQ:SMCI can reclaim and stay above this level, it will likely move toward the next resistance area, offering more potential for upside. As always, we’re keeping a close eye on developments and will update you with any new moves.
NASDAQ:SMCILong
by freeguy_by_wmc
3
SMCI Is it a buy after -35% dip and the leave of their auditors?Super Micro Computer is oversold on all timeframes and is approaching that level even on 1W (RSI = 35.160, MACD = -7.190, ADX = 44.214). The reason for the -35% daily collapse is of course the resignation of their auditors, Ernst & Young, which have raised concerns over SMCI's governance since late July. News have even hit the market that there are fears of delisting. Now fundamentally, even though the street has seen its fair share of accounting frauds in the past, those make up only a tiny minority. Normally when such pessimistic news hit the market, long term investors should be viewing the dynamics objectively. Is it worth buying despite all the negatives? A quick answer can be given by just looking at the technicals. Any high cap stock that falls roughly -75% from its All Time High (ATH) is objectively a great long term investment opportunity. For SMCI in particularly it has almost lost -75% of its value in 8 months, with the company absorbing almost any negative news there could be out there. The price is right now at $33.00 with its 1W MA200 currently sitting at $22.95 (and rising), which is the long term support since April 20th 2020. Before that trendline, there is the HL 2 to consider that started on July 5th 2022. In the meantime, the 1W RSI is testing sideways the S1 Zone, a buy level that is holding since July 2015. It has to be said that the -75% decline is SMCI strongest within such period of time, with the most recent before it being during the U.S.-China trade wars (October 1st 2018 at -68.30%). That collapse recovered in 6 months as it reached its 0.786 Fibonacci level. If SMCI announces soon their new auditing firm and calm the market about their practices, there is a strong probability to see the price testing the current 0.786 Fib (TP = 90.00). ## If you like our free content follow our profile to get more daily ideas. ## ## Comments and likes are greatly appreciated. ##
NASDAQ:SMCI
by InvestingScope
1
SMCI at a Critical Support: Will Buyers Return?In the daily time frame, SMCI is approaching a key support zone, highlighted in green. This area previously acted as strong resistance, with several attempts to break above it. Although the price hasn’t returned to this zone yet, I believe once it does, buyers could step in again. This level has proven significant before, and if the price revisits this support, it could present a potential buying opportunity. Keep an eye on this zone, as it may signal a shift in momentum if buyers come back. This version reflects that the price hasn’t yet revisited the support zone.
NASDAQ:SMCILong
by rebenga93
SMCI: Stock Split with Chart UpdateSMCI had a stock split, so I have to update this chart. Light Fundamental: It is a stock called SMCI (or Super Mico Computer). It is a US company that makes super powerful computers and servers. The world needs servers to help run things like big websites, apps, and AI. The stock price fell by half. So, it is selling at a discount for what it is really worth. So, it is a good chance to buy it. Technicals: Gartley-like pattern diagonal support engulfing bullish pattern with d3 volume and volume confirmation a-b-c completion at a 78.2% fib pullback Entry is above the weekly engulfing bullish candle at 475.44. Target is, tentatively, 1500. Note: preparing for either an election rally or a Christmas rally in stocks
NASDAQ:SMCILong
by Rocketman
Shorts Trapped Into Insider Selling | DELL I've been actively trading DELL with my private community members and I believe the company is gearing up for another positive run. Despite the news about Michael Dell selling more shares, which may have trapped some short-sellers, DELL is making strategic moves such as reducing costs, rejoining the S&P500, and aiming to capture market share from SMCI. With this in mind, I see two potential entry points: a. Enter the trade above $121.50, aiming for $127. b. Enter the trade once it breaks $127, targeting $138. Personally, I prefer the second option. DM me with any questions!
NYSE:DELLLong
by MysticMads
Super Micro Computer (SMCI): Time to buy in after a -70% drop!Since our first analysis a while ago, we've been inching closer and closer to our target area on $SMCI. Since then, we've seen a price drop of 40%, which is far from irrelevant, with the stock retracing nearly 70% from its peak. We're witnessing a clear and recurring pattern here—what we call the "staircase to hell." Each push to a level has been met with rejection, which is exactly why we see a buying opportunity forming. We are now making our first bid here as a market entry. This is intended to be a swing trade that we plan to carry into 2025, with a target of reaching previous highs again. Therefore, we're not worried about getting a "perfect" entry within 1-2% but instead setting a DCA bid a bit lower for an optimal position if NASDAQ:SMCI comes down further. Below the market entry, there's an important Fibonacci cluster that combines the 200% target of Wave C, the 78.6% retracement of Wave (2), and a target for Wave ((v)), all aligning well. With these multiple levels coinciding, there's a strong possibility we will see the price reach this zone. If so, we’ll place another bid to buy more shares. If NASDAQ:SMCI manages to flip the first resistance, we expect it to move up quickly. As we always say, patience is the key to successful swing trading—don’t let greed or fear cloud your decisions 🤝.
NASDAQ:SMCILong
by freeguy_by_wmc
10
SUPERMICRO. BUY WHEN THERE'S BLOOD IN THE STREETS.The worse the market - the greater the opportunity to profit it gives. This seems to be the credo of contrarian, or counter investing. Nathan Rothschild, a 19th-century British financier and member of the Rothschild banking family, is credited with saying: “The time to buy is when there’s blood in the streets.” Whether or not Rothschild actually uttered this famous line, it reveals an important truth about betting against market psychology. When prices are falling and markets are shaky, bold contrarian investing can yield big returns. Key Takeaways 👉 Contrarian investing is a strategy that goes against prevailing market trends or sentiment. 👉 The idea is that markets are subject to herd behavior, fueled by fear and greed, which causes markets to periodically overprice or underprice. 👉 “Be fearful when others are greedy, and be greedy when others are fearful,” said Warren Buffett. This phrase embodies a similar philosophy, perhaps just in a slightly more succinct form. Historically, market panics can be a great opportunity for cheap investing. Most d̶u̶m̶b̶a̶s̶s̶ ̶ people want to have ONLY WINNERS in their portfolios, but as Warren Buffett warned, “In the stock market, you pay a very high price for a happy consensus.” In other words, if the crowd is unanimous in agreeing on an investment decision, it’s probably NOT A GOOD ONE. Going Against the dumbass Crowd Contrarians, as the name suggests, try to do the opposite of the crowd. They get excited when a good company’s stock price drops sharply and unfairly. They swim against the tide and assume that the market is usually wrong at both extreme lows and highs. The more prices fluctuate, the more delusional they think the rest of the market is. Contrarian investors believe that people say the market is going up when and why they are fully invested and have no further buying power. At that point, the market is peaking and should be going down. When people predict a decline, they are already sold out, and at that point, the market can only go up. For this reason, contrarian thinking is great for figuring out whether a particular stock has actually bottomed. Bad times build wealth 😬 Contrarian investors have historically made their best investments during times of market turmoil. During the 1987 crash (also known as Black Monday), the Dow Jones Industrial Average in the US fell 22% in one day. 😬 During the 1973–74 bear market, the market lost 45% in about 22 months. 😬 The September 11, 2001 attacks also caused the market to fall significantly. I AM CERTAINLY NOT AN ADVOCATE OF VIOLANCE But the list of facts goes on and on. And these were the times when contrarians found their best investments. 😬 The 1973–1974 bear market gave Warren Buffett the opportunity to buy a stake in the Washington Post Company, an investment that subsequently rose more than 100 times its purchase price. That’s before dividends. Buffett said at the time that he was buying the company’s shares at a deep discount, as evidenced by the fact that the company could “sell (the Post’s) assets to any of 10 buyers for at least $400 million, probably considerably more.” more." Meanwhile, the Washington Post's market cap at the time was just $80 million. In 2013, the company was sold to Amazon CEO and founder Jeff Bezos for $250 million in cash. 😬 After the 9/11 attacks, the world stopped moving for a while. Let's say you were investing in Boeing (BA), one of the world's largest commercial aircraft makers, during that time. Boeing's stock bottomed out just a year after 9/11, but since then, it has more than quadrupled in the next five years. Clearly, while 9/11 may have temporarily soured market sentiment on the airline industry, those who had done their research and were willing to bet on Boeing's survival were well rewarded. 😬 Sir John Templeton ran the Templeton Growth Fund from 1954 to 1992, when he sold it. For every $10,000 invested, into an A-share fund in 1954 would have grown to $2 million by 1992 with dividends reinvested, or an annual return of about 14.5%. Templeton was a pioneer of international investing. He was also a serious contrarian investor, buying into countries and companies when, according to his principle, they reached their "POINT OF MAX. PESSIMISM." Four years later, he sold the stock for a huge profit. The Risks of Contrarian Investing While the most famous contrarian investors bet big money, went against the grain, and succeeded, they also did a lot of research to make sure the crowd was wrong. So when a stock takes a big dive, it doesn't prompt the contrarian to place an immediate buy order, but to figure out what caused the stock to fall and whether the price drop is justified. Knowing which distressed stocks to buy and sell once the company recovers is a major concern for contrarian investors. This can lead to stocks that deliver much higher returns than usual. However, being overly optimistic about hyped stocks can have the opposite effect. Final Points. 👉 While each of these successful contrarian investors has their own strategy for evaluating potential investments, they all have one thing in common: they let the market give them deals instead of chasing them. 👉 What's next for Supermicro stock? Who knows, who knows.. It's very individual and depends on what you're looking for... opportunity or denial. 👉 The current 6-month return on investment in Supermicro stock is -58.44% - a pretty rare occurrence for SMCI. This has never happened before.. even in times of WFC, Covid-19 or smth else. Indeed, several times 6-months returns were quite negative for SMCI. Then Supermicro shares doubled or even tripled in price in just several next years. What principle and style of investing do you adhere to?! Please share your comments and feedback in the box below! 👇👇
NASDAQ:SMCILong
by Pandorra
SMCI: Are we back in business??Super Micro Computer just broke over the LH 1 trendline holding since July 15th and is about to turn bullish again on the 1D technical outlook (RSI = 54.296, MACD = -2.380, ADX = 24.033). Coming off a double bottom (DB), the only resistance left before the bullish trend is resumed, is the 1D MA50 (untested since July 17th). The 1D RSI already made its breakout over its own R level. When the 1D MA50 breaks, target the LH2 trendline (TP = 78.00). ## If you like our free content follow our profile to get more daily ideas. ## ## Comments and likes are greatly appreciated. ##
NASDAQ:SMCILong
by InvestingScope
1
Super Micro Computer Stock up 16% Amidst AI DemandSuper Micro Computer Inc. (NASDAQ: NASDAQ:SMCI ) has recently been thrust back into the spotlight after announcing a surge in shipments of its advanced graphics processing units (GPUs). These GPUs, driven by the ongoing artificial intelligence (AI) revolution, are powering some of the largest AI factories globally. The company revealed that it has deployed over 100,000 GPUs utilizing its proprietary liquid cooling technology, designed to help AI data centers cut down on energy costs while improving operational performance. The news has given NASDAQ:SMCI a fresh momentum, with the stock soaring 16.37% as of Monday’s trading. AI Boom Fueling Growth The ongoing boom in AI is playing a pivotal role in NASDAQ:SMCI ’s resurgence. The company, which supplies critical server infrastructure used for AI model training, data storage, and large-scale cloud operations, has been a significant beneficiary of the rising demand for GPU-powered AI systems. Partnering with Nvidia (NVDA), NASDAQ:SMCI leverages Nvidia’s cutting-edge $30,000 chips to service the growing AI sector. The company's ability to deploy more than 100,000 GPUs per quarter could translate into billions of dollars in potential revenue. Additionally, NASDAQ:SMCI 's latest innovation—its direct liquid cooling products—has opened new avenues for reducing the overall energy footprint of data centers. CEO Charles Liang noted that these solutions are already being adopted by "state-of-the-art" AI factories, further solidifying the company’s standing in the green technology landscape. Despite this growth, NASDAQ:SMCI has faced its share of challenges. The company is currently about nine weeks behind on filing its annual report, citing ongoing assessments of its internal controls over financial reporting. Furthermore, a recent investigation by the Department of Justice, following allegations of accounting manipulation by Hindenburg Research, caused shares to drop 12% last month. Still, with AI demand continuing to fuel orders, NASDAQ:SMCI ’s fundamentals remain strong. Technical Outlook: A Bullish Flag in the Making? From a technical standpoint, NASDAQ:SMCI is showing signs of a potential rebound after weeks of decline. The stock's 16% jump on Monday suggests that investors are starting to recognize the company’s growth potential once again. Currently, NASDAQ:SMCI is trading within a presumed falling trend channel, but with the latest bullish momentum, it appears ready to break out of this bearish pattern. One of the most encouraging signs on the daily price chart is the early formation of a bullish flag pattern, a signal typically associated with the continuation of an upward trend. The stock has also avoided hitting overbought or oversold territory, as reflected in the Relative Strength Index (RSI), which is primed for further gains. However, NASDAQ:SMCI is still trading below key moving averages (MAs), which serves as a point of caution for traders. A sustained move above these MAs could indicate a more stable reversal, suggesting that the stock might migrate from its current bearish trend into a more balanced state. Outlook: Hope in the Midst of Uncertainty While the stock remains down by over 50% from its March highs, the recent surge and new product innovations offer a glimmer of hope. If NASDAQ:SMCI can clear its regulatory hurdles and capitalize on the ongoing demand for AI infrastructure, the stock may continue to rise. The combination of fundamental strength in AI growth and the promising technical setup offers a compelling case for long-term investors. The next key for investors to watch will be NASDAQ:SMCI 's ability to regain ground above its moving averages, solidifying the bullish reversal. If the bullish flag pattern plays out, the stock could see further gains as AI demand and liquid cooling innovation continue to drive its growth.
NASDAQ:SMCILong
by DEXWireNews
Supermicro and Fujitsu Collaborate on Green AI ComputingSupermicro stock (NASDAQ: NASDAQ:SMCI ) Shows Bullish Potential Despite Stock Dip Supermicro, Inc. (NASDAQ: NASDAQ:SMCI ) and Fujitsu have recently announced a long-term strategic collaboration to develop cutting-edge green AI computing technology and liquid-cooled datacenter solutions. This partnership, which will focus on future AI, HPC, and next-generation data centers, aims to provide more energy-efficient solutions for the growing demand in AI and data infrastructure while minimizing environmental impact. Strategic Collaboration Overview The collaboration includes developing platforms using Fujitsu's upcoming **Arm-based “FUJITSU-MONAKA” processor**, targeted for release in 2027. This processor will be designed for high-performance computing while also being energy-efficient. Supermicro’s liquid-cooling technology will play a vital role, helping to address the challenge of rising data center power consumption and environmental concerns. Together, the companies aim to create green IT architectures that align with global sustainability goals. Supermicro CEO Charles Liang stated, “These systems will be optimized to support a broad range of workloads in AI, HPC, cloud, and edge environments.” The companies’ combined technical capabilities are expected to enhance performance across several industries while reducing the ecological footprint of data centers. The liquid-cooled systems, which Supermicro is already leading in, will be central to this effort. The companies aim to bring rack-scale liquid cooling solutions that offer not just high-performance processing, but also **green AI infrastructure** that meets the global demand for scalable, energy-efficient AI and computing platforms. Strengths and Future Outlook Supermicro has continued to position itself as a leader in IT infrastructure. The company's focus on energy efficiency and green computing aligns with broader market trends, especially as environmental concerns become central in technology development. The new FUJITSU-MONAKA processor promises to deliver excellent performance and power efficiency, crucial for AI workloads and data centers of the future. This processor, using cutting-edge 2-nanometer technology, will strengthen Supermicro’s competitive edge in both the AI and broader HPC market. In addition, the partnership will extend globally with the inclusion of Fsas Technologies Inc., a subsidiary of Fujitsu, providing AI platforms based on Supermicro's GPU servers. This move will allow both companies to offer top-tier AI solutions on a global scale, aiding enterprises and data center operators in leveraging AI-driven digital transformation (DX). Technical Analysis As of the time of writing, NASDAQ:SMCI stock is down 1.07%, but the technical indicators point to a potential bullish reversal. The daily chart reveals the formation of a bullish flag pattern, which signals a potential upward breakout. A move above the $75 pivot would confirm this bullish momentum and could trigger a substantial rally in the stock, given the broader AI and tech stock trends this year. The RSI (Relative Strength Index) currently sits at 38, which indicates that the stock may be in oversold territory. This could present an excellent buying opportunity for investors who believe in the long-term potential of Supermicro (NASDAQ: NASDAQ:SMCI ), especially with its involvement in green AI and liquid-cooling technologies. Conclusion Supermicro’s collaboration with Fujitsu marks an important step forward in creating a sustainable and high-performance AI infrastructure, essential for the future of data centers. Despite the stock’s current dip, the technical analysis suggests a potential bullish reversal on the horizon, fueled by favorable industry conditions and the company’s focus on innovative, green technologies. Investors might view the RSI level as an opportunity to enter or accumulate positions, given the long-term promise of this partnership and the growing demand for AI-driven solutions. Supermicro is well-positioned to benefit from both its focus on sustainability and the growing demand for AI infrastructure, making it a stock to watch closely in the near term and beyond.
NASDAQ:SMCILong
by DEXWireNews
SMCI Is it a by after the stock split??Super Micro Computer Inc (SMCI) just had their 10-for-1 stock split and what's on everyone's mind now is this: Is it a buy? Well after a fresh 8-month Low last Thursday, the market certainly doesn't look at its best, quite the contrary, it is on the worst position it could be after the July 15 High and the start of a Channel Down with series of Lower Highs and Lower Lows. There is a certain level though, where all of SMCI corrections came to an end since the March 23 2020 bullish break-out during the COVID flash crash, and that is the 1W MA100 (green trend-line). As you can see, before the stock turned completely parabolic in May 2023, it was trading within a Channel Up since the October 01 2018 market bottom. With the use of the Fibonacci Channel levels, we can accurately put into context the subsequent parabolic move too, which extended all the way to almost the 4.0 Fibonacci extension on the week of March 04 2024 and the All Time High (ATH), before starting its correction. In the meantime, notice the excellent Buy Signal that the 1W RSI is giving in the last 6 years, every time it approaches the 30.00 oversold barrier. So as long as the 1W MA100 keeps closing the stocks weekly candles above it, we will be bullish, targeting $125.00 (the ATH). If that fails to support though, expect further downside to the 1W MA200 (orange trend-line), where we will place a second long-term buy. ------------------------------------------------------------------------------- ** Please LIKE 👍, FOLLOW ✅, SHARE 🙌 and COMMENT ✍ if you enjoy this idea! Also share your ideas and charts in the comments section below! This is best way to keep it relevant, support us, keep the content here free and allow the idea to reach as many people as possible. ** ------------------------------------------------------------------------------- 💸💸💸💸💸💸 👇 👇 👇 👇 👇 👇
NASDAQ:SMCILong
by TradingShot
Super Micro Computer Stock Plunges Amid Federal Accounting ProbeSuper Micro Computer Inc. (NASDAQ: NASDAQ:SMCI ), a prominent player in the AI hardware space, saw its stock tumble by 15% on Thursday after reports surfaced that the U.S. Department of Justice (DOJ) has opened a federal investigation into the company. The probe, sparked by allegations of accounting manipulation and other improprieties, has sent shockwaves through the market. For a company that had been riding high on the back of the AI boom, this investigation poses serious questions about its future trajectory. The Backstory: Short-Seller Allegations and Federal Involvement The DOJ's investigation follows a damning report by Hindenburg Research, a well-known short-seller, which was released in August. In the report, Hindenburg alleged that Super Micro Computer engaged in accounting manipulation, sibling self-dealing, and sanctions evasion. The short-seller also pointed to undisclosed related-party transactions, export control violations, and suspicious customer issues. The allegations didn’t just arise from external analysis—internal turmoil has also surfaced. A former employee of Super Micro filed a whistleblower lawsuit earlier this year, accusing the company of improper accounting practices. The lawsuit also names Charles Liang, the CEO of Super Micro, who has been a central figure in the company's rise during the AI boom. These combined factors appear to have prompted federal officials to begin looking into the server manufacturer’s business practices. According to reports from *The Wall Street Journal*, prosecutors from the U.S. Attorney’s Office in San Francisco are now involved, and early-stage inquiries have been made regarding the whistleblower’s accusations. While Super Micro has declined to comment on these developments, the stock market reacted swiftly to the news, with NASDAQ:SMCI leading the day's decliners in the S&P 500. Delayed Annual Report and Market Fallout This isn't the first time Super Micro’s accounting practices have raised concerns. In August, the company announced that it would be delaying the filing of its annual report, citing the need to assess its internal controls over financial reporting. That announcement caused the stock to fall nearly 20%, hinting that investors were already skittish about the company’s financial transparency. Super Micro’s inability to file its annual report with the U.S. Securities and Exchange Commission (SEC) on time coincided with Hindenburg's allegations, further fueling speculation that all may not be well behind the scenes. While the company has not provided clear explanations for the delay, the timing raises questions about whether the two events are linked. The Impact on Super Micro: From AI Boom to Uncertainty Super Micro (NASDAQ: NASDAQ:SMCI ) had been one of the major beneficiaries of the artificial intelligence boom, with its server technology being a critical component for companies such as Nvidia, AMD, and Intel, all of whom are at the forefront of AI development. The company specializes in manufacturing high-performance servers used for data storage, website hosting, and AI-driven applications. Earlier this year, NASDAQ:SMCI shares hit an all-time high, having quadrupled in value thanks to the skyrocketing demand for AI hardware. As a key supplier to some of the biggest names in the tech world, Super Micro positioned itself as a crucial cog in the AI machine. The company's meteoric rise seemed unstoppable, with shares still up by 38% in 2024, even after recent setbacks. However, this latest development puts the company in a precarious position. With a federal probe underway, the future looks uncertain. Even if the company manages to clear its name, the mere specter of an accounting scandal is enough to dent investor confidence. A Look Ahead: Can Super Micro Rebound? As the federal probe unfolds, the critical question for investors is whether Super Micro can recover from this blow. While the company’s technological prowess and strategic positioning within the AI sector remain intact, the financial and legal challenges could significantly impact its future performance. Analysts are likely to keep a close watch on how the company handles the accounting investigation and whether it can restore trust with its shareholders. For now, the stock’s sharp decline serves as a reminder that even the most promising companies can face turbulence when financial transparency is called into question. With no comment from either the company or the DOJ, much remains unknown about the exact scope of the investigation or how long it will last. Super Micro's success has largely been built on its reputation as a reliable provider of server technology in the booming AI market. However, if the allegations prove to be true, the fallout could be severe, leading to deeper market losses and potentially legal consequences. Conclusion Super Micro Computer (NASDAQ: NASDAQ:SMCI ) now finds itself at a critical juncture. After riding high on the AI boom, the company must now contend with a federal investigation that could unravel the confidence investors have placed in it. While Super Micro’s role in the AI revolution is undisputed, the outcome of the DOJ probe will likely determine the company's future trajectory. Investors should brace for continued volatility as the investigation progresses. For those considering a stake in NASDAQ:SMCI , caution is advisable until more information is available about the probe's findings and Super Micro’s financial health. Until then, the company remains in a precarious position, teetering between its past AI-driven success and an uncertain legal future.
NASDAQ:SMCI
by DEXWireNews
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