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Posts tagged #SuperMicroComputer

Millionaire Traders Alliance
Millionaire Traders Alliance
@mm-tradersalliance.bsky.social
5 months ago

📊 TRADE IDEA FOR Wednesday (10/08/2025): - AI SEMICONDUCTORS
🔹 $ASML PIVOT: 1029.72 #ASML #ASMLHolding
🔹 $AVGO PIVOT: 334.74 #AVGO #Broadcom
🔹 $AMD PIVOT: 210.63 #AMD #AdvancedMicroDevices
🔹 $DELL PIVOT: 148.29 #DELL #DellTechnologies
🔹 $SMCI PIVOT: 55.23 #SMCI #SuperMicroComputer
...

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Millionaire Traders Alliance
Millionaire Traders Alliance
@mm-tradersalliance.bsky.social
5 months ago

📊 TRADE IDEA FOR Monday (10/06/2025): - AI SEMICONDUCTORS

🔹 $ASML PIVOT: 1043.77 #ASML #ASMLHolding

🔹 $AVGO PIVOT: 338.06 #AVGO #Broadco

🔹 $AMD PIVOT: 198.13 #AMD #AdvancedMicroDevices

🔹 $DELL PIVOT: 144.76 #DELL #DellTechnologies

🔹 $SMCI PIVOT: 54.01 #SMCI #SuperMicroComputer
....

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Profit Trading USA
Profit Trading USA
@profittradingusa.bsky.social
7 months ago
Preview
Earnings live: AMD, Rivian stocks fall on mixed results, Super Micro Computer plunges - Yahoo Finance Earnings live: AMD, Rivian stocks fall on mixed results, Super Micro Computer plunges  Yahoo Finance

Click Subscribe #Earnings #StockMarket #AMDstocks #Rivian #SuperMicroComputer

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Trade Desk HQ
Trade Desk HQ
@lambokitten.bsky.social
10 months ago
Post image

$SES $Nvidia $SMCI
Get Ready, because in just a few days, The Nvidia Computex will take place Taipei Taiwan, where Nvidia CEO Jensen Huang will speak of the collaboration with SES AI and new innovation Lithium AI Battery Technology at the event.
#SuperMicroComputer #Nvidia #SESAI

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Don Curren 🇨🇦🇺🇦
Don Curren 🇨🇦🇺🇦
@dbcurren.bsky.social
10 months ago

Bloomberg: Another blizzard of #earnings will arrive today, with #Microsoft and #Meta in the spotlight. #Tech was under pressure, with #SuperMicroComputer slumping 15% as results fell short of estimates. #markets #stocks #stockmarkets

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Profit Trading USA
Profit Trading USA
@profittradingusa.bsky.social
11 months ago
Street Calls of the Week Investing.com -- Here is your Pro Recap of the top takeaways from Wall Street analysts for the past week. InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today! Super Micro Computer What happened? On Monday, Goldman Sachs downgraded Super Micro Computer Inc (NASDAQ:SMCI) to Sell with a $32 price target. *TLDR: SMCI faces valuation, margin, and competition risks. Market leadership threatened by rising pressures. What’s the full story? SMCI’s stock, up 38% year-to-date, trades at 16x F2025E P/E, with the Goldman analysts viewing risk-reward as unfavorable amid valuation, competition, and margin concerns. Intensifying competition in AI servers, driven by reduced product differentiation and rivals’ R&D investments, threatens SMCI’s early market leadership. Further, gross margins are expected to decline in F2025-27 due to competition, Blackwell product transitions, and pressure from concentrated customer and supplier relationships. The analysts highlight SMCI’s valuation premium, currently at 12x NTM+1 P/E compared to server OEM peers like Dell (NYSE:DELL) at 9x, as unsustainable. This premium is likely to converge over time due to limited differentiation in AI server products and risks tied to its high customer and supplier concentration. Goldman Sachs warns of mounting headwinds that could erode SMCI’s market position and financial performance. Carvana What happened? On Tuesday, Morgan Stanley upgraded Carvana Co (NYSE:CVNA) to Overweight with a $280 price target. *TLDR: Carvana sees growth, profitability, and strengthened leverage. Vertical integration fuels its used-car dominance. What’s the full story? Morgan Stanley upgraded Carvana to Equal-weight in November, recognizing its improved fundamentals but highlighting risks like growth sustainability, high leverage, and challenges in the U.S. auto credit market. Despite exposure to weaker auto credit segments, Carvana has outpaced peers with profitable growth, addressing leverage concerns and delivering four consecutive quarters of double-digit retail unit growth and nearly double the industry’s average EBITDA margins. The analysts note that Carvana’s EBITDA margin surprises, now in line with franchise dealers and CarMax (NYSE:KMX) at 2.8x Net Debt/Adj EBITDA, underscore a more constructive outlook. Its ability to self-finance through free cash flow has also alleviated worries about its $5.6 billion corporate debt. Carvana’s 1% share of the U.S. used-car market belies its potential. With fulfillment infrastructure double its current needs, the company has achieved efficiencies, doubling gross margins and halving SG&A as a percentage of gross profit since 2021. Its 4Q results suggest profitable growth is sustainable, not fleeting. The integration of auction sites and reconditioning facilities via its 2022 ADESA acquisition further positions Carvana to unlock synergies and scale. A recent visit to its Florida Inspection and Reconditioning Center reinforced its competitive edge in vertical integration, fueling comparisons to the “Amazon (NASDAQ:AMZN) of auto retail.” For Morgan Stanley, Carvana has turned a corner, combining growth, profitability, and a strengthened balance sheet. Summit Therapeutics What happened? On Wednesday, Citi upgraded Summit Therapeutics PLC (NASDAQ:SMMT) to Buy with a $35 price target. *TLDR: Citi upgrades SMMT, sees ~70% OS success. Near-term risks dim long-term optimism. What’s the full story? Citi upgrades SMMT to Buy with a $35 target price, reversing its earlier downgrade to Neutral in 3Q24. The bank had initially stepped back after a significant stock re-rating post-WCLC, but its latest deep dive analysis—leveraging its Clinical Trial Simulator for HARMONi-2—now suggests a ~70% chance of a favorable overall survival (OS) readout by YE25. If successful, SMMT’s ivonescimab could emerge as a paradigm-shifting therapy in NSCLC, potentially challenging Keytruda’s dominance in immunotherapy. Citi’s conviction stems from modeling the OS delta, which is expected to flow from the PFS delta over Keytruda (5.3 months), with additional OS gains driven by ivonescimab’s mechanism of action. The bank acknowledges potential hurdles. While HARMONi-2 represents a larger market opportunity (1L NSCLC), investors will first encounter HARMONi’s mid-2025 data, a smaller Phase 3 trial in 2L EGFRm NSCLC. Citi expects HARMONi to miss significance on OS, a co-primary endpoint. Still, this is seen as a speed bump rather than a derailment, with the broader bull case anchored on HARMONi-2’s anticipated success. The bank’s analysis underscores a measured optimism, balancing near-term risks with long-term potential. Advanced Micro Devices What happened? On Thursday, Jefferies downgraded Advanced Micro Devices Inc (NASDAQ:AMD) to Hold with a $120 price target. *TLDR: Jefferies downgrades AMD over AI lag, Intel (NASDAQ:INTC) competition. Nvidia (NASDAQ:NVDA) outperforms AMD in real-world benchmarks. What’s the full story? Jefferies downgrade of AMD is attributed to limited AI traction, rising competition from Intel, and findings from a proprietary benchmarking study. The firm highlights that AMD’s MI300x lags significantly behind Nvidia’s H200 in real-world throughput across open-source models, despite superior advertised specs. Jefferies attributes this gap to Nvidia’s mature software stack, which optimizes GPU efficiency — a critical edge as system performance gains importance. The firm warns that Street estimates remain overly optimistic, with near-term downside risks outweighing potential upside. Jefferies’ updated AI Accelerator model incorporates reported performance metrics across GPUs and ASICs, revealing AMD’s challenges in closing the competitive gap with Nvidia. The benchmarking results underscore Nvidia’s dominance, particularly as AI workloads scale across larger systems. Concurrently, Intel’s growing competition further pressures AMD’s positioning. Jefferies concludes that while AMD’s stock has already retreated, the combination of these factors justifies a cautious Hold stance. Beam Therapeutics What happened? On Friday, BofA upgraded Beam Therapeutics Inc (NASDAQ:BEAM) to Buy with a $42 price target. *TLDR: BofA upgrades Beam on BEAM-302 data. AATD market offers $5B potential. What’s the full story? BofA upgrade cites promising early data for BEAM’s gene-editing asset BEAM-302, which targets alpha-1 antitrypsin deficiency (AATD). The analysts view the results as a potential value-unlocking event, highlighting functional AAT protein production—a key marker of efficacy. They note Beam’s platform appears increasingly derisked, supported by an attractive valuation and limited near-term dilution risk following a recent share offering. The analysts estimate ~$1.5 billion in risk-adjusted peak sales across Beam’s pipeline, including treatments for sickle cell disease, AATD, and GSD1a. While clinical binaries remain a near-term risk, BofA sees the AATD market as a significant opportunity, modeling over $5 billion in unadjusted peak sales. Data updates in the second half of 2025 could drive stock movement if higher doses demonstrate improved response durability and tolerability. BofA expects 2026 to be a pivotal year for further clinical milestones.

Click Subscribe #WallStreet #Investing #StockMarket #Finance #SuperMicroComputer

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fetchfeeds.com
fetchfeeds.com
@fetchfeeds.bsky.social
11 months ago

SMCI Q4 earnings reported by Super Micro Computer. InvestorPlace news, stock advice, and trading tips. #SuperMicroComputer https://fefd.link/myWKh

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Profit Trading USA
Profit Trading USA
@profittradingusa.bsky.social
11 months ago
Preview
Looking for a Dirt Cheap AI Stock With Massive Upside? 1 Analyst Firm Thinks Super Micro Computer Can Soar 66%. - Nasdaq Looking for a Dirt Cheap AI Stock With Massive Upside? 1 Analyst Firm Thinks Super Micro Computer Can Soar 66%.  Nasdaq

Click Subscribe #AI #Stocks #Investment #SuperMicroComputer #FinanceNews

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Value The Markets
Value The Markets
@valuethemarkets.bsky.social
1 year ago
Post image

💻 Super Micro Computer (SMCI) faces rising investor concerns after a sales miss sparks market jitters. 📉 What’s driving this shortfall, and what’s next for investors? Read more: https://buff.ly/3EWt6NW #SuperMicroComputer #SMCI #TechStocks #Investing

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Martyn Lucas
Martyn Lucas
@martyn-lucas.bsky.social
1 year ago
SMCI Stock - Super Micro Computer - I HAVE THE FILING - Martyn Lucas Investor
SMCI Stock - Super Micro Computer - I HAVE THE FILING - Martyn Lucas Investor YouTube video by Martyn Lucas Investor

$SMCI

SMCI Stock - Super Micro Computer

I HAVE THE FILING

LIVE Now on YouTube
JOIN The Investors

www.youtube.com/watch?v=ugC5...

#SMCI #SuperMicroComputer #MartynLucasInvestor

@supermicro-smci.bsky.social
@supermicrocomputer.bsky.social
@supermicrotech.bsky.social

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AkcieSK
AkcieSK
@akciesk.bsky.social
1 year ago
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Nováčikovia v #S&P500: Kto zažiaril a kto pohorel? 🆕

🟢 Posledná rebalansácia S&P 500 priniesla nové mená, ako #Palantir, ktorý sa stal hviezdou s rastom akcií o 340 %.

🟢 Na opačnej strane spektra sa ocitol #SuperMicroComputer. Komu sa od vstupu do S&P 500 darilo a kto ťahal za opačný koniec?

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Martyn Lucas
Martyn Lucas
@martyn-lucas.bsky.social
1 year ago
SMCI Stock - Super Micro Computer TECHNICAL CHART ANALYSIS - Martyn Lucas Investor
SMCI Stock - Super Micro Computer TECHNICAL CHART ANALYSIS - Martyn Lucas Investor YouTube video by Martyn Lucas Investor

$SMCI

SMCI Stock - Super Micro Computer

TECHNICAL CHART ANALYSIS

LIVE Now on YouTube
JOIN the Investors

youtu.be/AaqyBwtah7s

#SMCI #SuperMicroComputer #MartynLucasInvestor

@supermicro-smci.bsky.social

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acemaxx analytics
acemaxx analytics
@acemaxx.bsky.social
1 year ago
Post image

#AI #Nvidia #SuperMicroComputer and #Vista Energy SAB de CV (ADR), market cap: $5bn, chart @joumanna.bsky.social live @bloombergtv.bsky.social

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StockleApp
StockleApp
@stockle.bsky.social
1 year ago
Preview
a cartoon character from monsters inc says " you forgot to turn in your paperwork last night " ALT: a cartoon character from monsters inc says " you forgot to turn in your paperwork last night "

$SMCI Super Micro Computer, on the verge of being delisted receives extra time to do some paperwork...

The company has to to submit its annual report and financial statements for the quarter ended September before February 25, 2025.

The stock: 📈

#StockMarket #SuperMicroComputer #SMCI

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Martyn Lucas
Martyn Lucas
@martyn-lucas.bsky.social
1 year ago
SMCI Stock - PAYS OFF DEBTS! Super Micro Computer! @MartynLucasInvestorEXTRA
SMCI Stock - PAYS OFF DEBTS! Super Micro Computer! @MartynLucasInvestorEXTRA YouTube video by Martyn Lucas Investor

$SMCI

SMCI Stock - PAYS OFF DEBTS!
Super Micro Computer!

LIVE Now on YouTube
JOIN the Investors

youtu.be/hThV-fhd-fY

#SMCI #SuperMicroComputer #MartynLucasInvestor

@supermicro-smci.bsky.social
@supermicrocomputer.bsky.social

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Martyn Lucas
Martyn Lucas
@martyn-lucas.bsky.social
1 year ago
NVDA Stock Nvidia - SMCI Super Micro Computer! WOW SELL SMCI BUY NVDA????
NVDA Stock Nvidia - SMCI Super Micro Computer! WOW SELL SMCI BUY NVDA???? YouTube video by Martyn Lucas Investor

$SMCI
$NVDA

NVDA Stock Nvidia - SMCI Super Micro Computer!

WOW SELL SMCI BUY NVDA????

LIVE Now on YouTube
JOIN the Investors

youtu.be/V3HWIPPN4Pc

#NVDA #Nvidia #SMCI #SuperMicroComputer #MartynLucasInvestor

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Martyn Lucas
Martyn Lucas
@martyn-lucas.bsky.social
1 year ago
NVIDIA SPECIAL - SMCI Stock - Super Micro Computer- NVDA Stock - Martyn Lucas Investor
NVIDIA SPECIAL - SMCI Stock - Super Micro Computer- NVDA Stock - Martyn Lucas Investor YouTube video by Martyn Lucas Investor

$SMCI $NVDA

NVIDIA SPECIAL - SMCI Stock

Super Micro Computer- NVDA Stock

LIVE NEWS - Join the INVESTORS

www.youtube.com/watch?v=IFss...

#NVDA #SMCI #SuperMicroComputer #Nvidia #MartynLucasInvestor

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Martyn Lucas
Martyn Lucas
@martyn-lucas.bsky.social
1 year ago
NVDA Stock Nvidia - SMCI Super Micro Computer EVENT! Martyn Lucas Investor
NVDA Stock Nvidia - SMCI Super Micro Computer EVENT! Martyn Lucas Investor YouTube video by Martyn Lucas Investor

$SMCI $NVDA

NVDA Stock Nvidia - SMCI Super Micro Computer

SPECIAL EVENT!

Reaction and analysis to the EARNINGS

LIVE Now on YouTube
JOIN the Investors!

www.youtube.com/watch?v=aiW9...

#SMCI #NVDA #Nvidia #SuperMicroComputer #MartynLucasInvestor

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Stockcoin.net
Stockcoin.net
@stockcoin.bsky.social
1 year ago
Preview
Super Micro Computer Misses Earnings Estimates and Plans a Stock Split Super Micro Computer misses earnings forecasts and announces a stock split, raising questions about growth potential amid rising operational costs and AI demand.

#earnings #investment #StockSplit #SuperMicroComputer
🚨Super Micro Computer Misses Earnings Estimates and Plans a Stock Split🚨
Super Micro Computer misses earnings forecasts and announces a stock split, raising questions about growth potential amid rising operational costs and AI demand.

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🚨 Live Stock Market News
🚨 Live Stock Market News
@tradersclub.bsky.social
2 years ago
Post image

📈😳
#SuperMicroComputer -36% seit dem Hoch am Freitag...
Wieder bei der 700 Dollar.
Der Markt gibt, der Markt nimmt... 😅
#Börse #AI #SMCI

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🚨 Live Stock Market News
🚨 Live Stock Market News
@tradersclub.bsky.social
2 years ago
Post image

🚨😳
#SuperMicroComputer auch heute wieder +10%.
Das sind +250 seit Anfang Januar...
#Börse $SMCI

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🚨 Live Stock Market News
🚨 Live Stock Market News
@tradersclub.bsky.social
2 years ago

📈🔔
Die Aktienmärkte bleiben von den #KI-Werten getrieben. #Nvidia, #SuperMicroComputer schießen steil nach oben. Berechtigte KI-Euphorie oder sehen wir eine gefährliche KI-#Blase? Der heutige Tag liefert einen wichtigen Richtungsentscheid!
youtu.be/XwQbHu1g0CQ
#Börse #Aktien #Wirtschaft

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🚨 Live Stock Market News
🚨 Live Stock Market News
@tradersclub.bsky.social
2 years ago
Post image

😳
#SuperMicroComputer
+190% in nur 1 Monat....
#Börse

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