$SUPER MICRO COMPUTER INC(SMCI-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$

Super Micro Computer (SMCI) is riding strong momentum ahead of its 10-K filing, and I believe the stock is primed for a breakout past $80 rather than a pullback to $50. Here's why:

1️⃣ Strong Fundamentals & AI Tailwinds – SMCI has been a key player in AI-driven server demand, benefiting from the explosive growth in high-performance computing. The company’s partnerships with Nvidia and AMD position it well to capitalize on the AI boom, driving strong revenue growth.

2️⃣ No Major Red Flags Expected in 10-K – Investors are watching closely for any surprises in the 10-K filing. If there are no material downward revisions or accounting concerns, confidence will remain high, keeping the stock’s momentum intact.

3️⃣ Bullish Technicals – SMCI has been in a strong uptrend, and if it clears resistance near $80, it could trigger another leg higher. Short interest could also add fuel to the rally as shorts cover their positions.

4️⃣ Valuation Still Has Room to Run – Compared to its peers in the AI and server infrastructure space, SMCI still trades at a reasonable multiple given its growth prospects. As long as earnings stay strong, the stock could justify even higher price targets.

Barring any unexpected surprises, I see SMCI breaking through $80 as demand for AI infrastructure continues to soar. The market loves a growth story, and SMCI is delivering one. 🚀

SMCI Roller Coaster: Are Risks Mounting?

Despite hitting a record $7.22B in quarterly revenue, Supermicro faces mounting risks—nearly 60% of its revenue comes from just two clients, 73% of receivables are under pressure, and a $150M financial gap needs fixing. Goldman Sachs’ latest report highlights valuation concerns. ----------------- As a shadow stock of Nvidia, which do you think is a better "buy the dip" opportunity—SMCI or Nvidia? Is SMCI's valuation reasonable? What is your target price for SMCI?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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If there are no material downward revisions or accounting concerns, confidence will remain high, keeping the stock’s momentum intact. 3️⃣ Bullish Technicals – SMCI has been in a strong uptrend, and if it clears resistance near $80, it could trigger another leg higher. Short interest could also add fuel to the rally as shorts cover their positions. 4️⃣ Valuation Still Has Room to Run – Compared to its peers in the AI and server infrastructure space, SMCI still trades at a reasonable multiple given its growth prospects. As long as earnings stay strong, the stock could justify even higher price targets. Barring any unexpected surprises, I see SMCI breaking through $80 as demand for AI infrastructure continues to soar. 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