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Posted by
Two Blokes Jul 11 -
Filed in
Stock
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Supermicro is a buy for investors willing to speculate, as it overcomes past accounting issues and capitalizes on robust AI infrastructure demand from hyperscalers and enterprises. Despite a Q3 revenue miss due to delayed AI platform adoption, AI GPU solutions still drive over 70% of revenues, signaling strong market appeal. Upcoming quarters should benefit from Nvidia ramping up shipments of new Blackwell GPUs, supporting future topline growth.
