Super Micro Computer: Money To Be Made, Names To Be Taken
Portfolio Pulse from
Super Micro Computer (SMCI) has experienced significant volatility, with its stock price rising from a 52-week low of $18.5 to nearly $50. The company's partnership with Nvidia has driven substantial revenue growth, making its shares appear undervalued based on future estimates. Despite high short interest, risks include potential Nasdaq delisting due to delayed filings, though management is confident in meeting the deadline.

February 18, 2025 | 4:00 pm
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Super Micro Computer's stock has been volatile, driven by a partnership with Nvidia that boosts revenue growth. Despite high short interest, the stock appears undervalued based on future estimates. Risks include potential Nasdaq delisting due to delayed filings, but management is confident in meeting the deadline.
The partnership with Nvidia is a strong growth driver, making SMCI shares appear undervalued. The potential Nasdaq delisting is a risk, but management's confidence in meeting the deadline suggests a positive outlook.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100