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Posted by
Two Blokes Jul 9 -
Filed in
Stock
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Super Micro Computer's stock surged nearly 70% since April, fueled by AI enthusiasm and easing trade tensions, despite recent earnings misses and margin compression. Recent quarters showed strong year-over-year revenue growth but declining profit margins and EPS, mainly due to inventory issues and delayed customer orders. Upside potential remains due to AI demand, new product launches, and insider ownership, though insider selling and inventory risks warrant caution.