$SUPER MICRO COMPUTER INC(SMCI

SMCI’s wild ride reflects both its AI-driven potential and growing risks. Valuation is stretched, and supply chain pressures remain, but AI infrastructure demand is a strong tailwind. Short-term volatility is high, but long-term prospects still look promising.

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?

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Comments

Merle Ted
2025-03-03
Merle Ted
This week it will be green. At least $46 by the end of this week. Next week it will be big close to $55. Be patient👍
Mortimer Arthur
2025-03-03
Mortimer Arthur
情况会变得更好，因为首席执行官现在可以专注于他们的核心业务。由于首席执行官因延迟申报而分心，本季度可能看起来不太好。但事后，应该是伟大而强大的！
Nativeexp
2025-03-04
Nativeexp
Potentially could see uptick as tariffs are priced in and market goes up after panick selling
Quick10
2025-03-04
Quick10
But is still dropping .. scary !! Not cut lost ?

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Goldman Sachs’ latest report highlights valuation concerns.\n-----------------\nAs 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?\n","image":"https://community-static.tradeup.com/news/2c781ca3214c5166306d03e245e4f6a0"}],"images":[{"img":"https://community-static.tradeup.com/news/acccc0ff12b063d5b057bf7fc16ef3bb","width":"1200","height":"675"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/acccc0ff12b063d5b057bf7fc16ef3bb","width":"1200","height":"675"}],"html":"<html><head></head><body> <a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"SUPER MICRO COMPUTER INC\" href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>SMCI’s wild ride reflects both its AI-driven potential and growing risks. 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