$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
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
03-03
Mortimer Arthur
Things will be getting better since CEO can concentrate on their core business now. The current quarter may not look too great since CEO was distracted by delayed filing. But afterwards, it should be great and strong!
Nativeexp
03-04
Nativeexp
Potentially could see uptick as tariffs are priced in and market goes up after panick selling
Quick10
03-04
Quick10
But is still dropping .. scary !! Not cut lost ?

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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.<img src=\"https://community-static.tradeup.com/news/acccc0ff12b063d5b057bf7fc16ef3bb\" tg-width=\"1200\" tg-height=\"675\"></body></html>","htmlText":"<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. Valuation is stretched, and supply chain pressures remain, but AI infrastructure demand is a strong tailwind. 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