Super Micro Computer ((SMCI) announced on November 5 only preliminary results for their Q1 fiscal 2025 (ends June) due to investigations into their financial statements.On December 6, Super Micro received a letter from the Nasdaq Stock Market which granted the company’s request for an exception to Nasdaq’s Listing Rule 5250(c)(1) through February 25, 2025. The exception gives the Company until February 25, 2025 to file its Annual Report on Form 10-K for the fiscal year ended June 30, 2024, its Quarterly Rep ...

Super Micro Computer (NASDAQ: SMCI ) (NEOE: SMCI:CA ) is looking back on a painful year in 2024 which saw the share price first rise meteorically, but dropping like a rock after the company ran into filing issues with the Securities andI look for high-risk, high-reward situations, mainly in the technology markets. I am an early buyer of Bitcoin and my portfolio mainly focused on companies with asymmetric long-term upside. My top holdings include: Bitcoin, Tesla, Google, Amazon and Nvidia.Analyst’s Disclosur ...

With shares down an eye-watering 71% from an all-time high of $119 reached in March, Super Micro Computer (SMCI -5.22%) trades at a substantial discount from its peak. Shares are reeling after allegations related to the company's accounting practices and other challenges. Yet despite the bad press, Supermicro's business continues to boom amid soaring artificial intelligence (AI)-related demand. Will this be enough to save the stock? Let's dig deeper to see how the company might perform in 2025 and beyond. 2 ...

As 2024 is nearing its end, investors with a time machine are looking to visit December 2023 and take their long positions in Nvidia (NASDAQ: NVDA), Tesla (NASDAQ: TSLA), Super Micro Computer (NASDAQ: SMCI) – though with a sell order placed for April – and myriad Chinese stocks, again, with a sell order for October 1.The rest of us are forced to make our stock picks without the benefit of either a crystal ball or hindsight: no small feat given that, despite the generally bullish outlook, the danger of a bub ...

公司股价表现 - Super Micro Computer (SMCI) 股价在上周交易中下跌 13.3% [1] - 股价在上周交易中一度下跌 16.3%，但随后有所回升 [4] 美联储利率决策影响 - 美联储在最新会议上进行了第三次降息，将基准利率从 5.25% 降至 4.25% [3] - 美联储原本预计明年会有四次 25 个基点的降息，但现在预计 2025 年只有两次 [4] - 美联储的利率展望导致市场出现大规模抛售，尤其是依赖增长和投机性前景的公司 [4] 美国政府调查 - 美国商务部对 Nvidia 的高级图形处理单元 (GPU) 如何流入中国展开调查 [5] - Nvidia 要求包括 Super Micro Computer 和 Dell 在内的主要服务器公司调查可能的转售情况 [6] - 美国司法部也在调查 Super Micro Computer，可能涉及会计违规或违反出口禁令 [10] 公司财务报告 - Super Micro Computer 将在 2 月 25 日前提交延迟的 10-K 报告 [7] - 如果报告没有重大财务重述，股价可能会上涨；反之，股价可能会大幅下跌 [7]

核心观点 - 公司股票在2024年初经历了大幅上涨，但在下半年因会计欺诈指控和审计问题导致股价暴跌 公司现已澄清指控，并准备进入2025年，但投资者对其未来表现持谨慎态度 [2][11][12] 2024年回顾 - 公司股票在2024年初因人工智能（AI）服务器需求的增加而大幅上涨，涨幅超过300%，直到3月达到峰值 [2][3] - 上半年公司表现符合预期，导致股价飙升，但随后因毛利率收窄和估值过高，股价开始下跌 [4] - 会计欺诈指控和审计问题导致股价在下半年暴跌，尽管最终澄清了指控，但投资者信心受到打击 [5][11][12] 2025年展望 - 公司预计2025财年收入将增长近70%，但投资者对其未来表现持怀疑态度 [1] - 公司股票目前估值与2024年初相似，市盈率为12.9倍，接近2024年初的12倍 [6][13] - 公司仍受益于AI服务器需求的增加，其液冷技术比竞争对手的空气冷却技术更高效，可节省40%的能源和80%的空间 [7] 投资者态度 - 许多投资者（包括大型机构）在会计欺诈指控后多年内避免投资公司，尽管指控已被澄清 [8] - 公司股票在2024年初的估值并不高，市盈率为12倍，具备估值上升的潜力 [10] - 公司股票因所谓的会计问题而暴跌，尽管最终澄清了指控 [14]

Super Micro Computer (SMCI -4.64%) has been one of the hottest stocks to own during the past month. Since plummeting to $18 a month ago, the stock has rallied in a big way -- almost doubling in value, closing at over $33 on Dec.17. Investor sentiment has done a complete reversal as concerns have seemingly evaporated about the company's auditor resigning (it has since found a new one), as well as around the state of its financials after it delayed filing it's annual report. As a result, the bulls are back.Sh ...

The last several months have been rough for investors in Super Micro Computer, but better days could be on the horizon.The developments surrounding Super Micro Computer (SMCI -4.64%) have become some of the most fascinating chapters in the broader artificial intelligence (AI) story.At its peak, shares of Supermicro were up over 300% earlier this year. However, beginning in August, shares entered a prolonged sell-off of epic proportions.Over the last few months, it's been a series of falling dominoes for Sup ...

公司分析 - 公司股票估值被大幅低估，显示出强劲的增长轨迹和潜在的催化剂，尽管市场环境持续不利 [1] 行业分析 - 行业涵盖大科技、半导体、人工智能和医疗等动态领域，公司利用全面的行业洞察力进行分析，寻找具有强劲增长潜力的股票 [1] - 行业分析包括低风险和选择性高风险的投资机会，这些机会有可能表现优异 [1]

核心观点 - Super Micro Computer (SMCI) 股价在周二盘前交易中上涨，此前一天因将被从纳斯达克100指数中移除以及公司探索融资方式的消息而大幅下跌[1][2] 股价波动 - 股价在过去一年中波动剧烈，3月因人工智能(AI)驱动需求达到收盘高点$119，但在11月中旬因会计异常导致财务报告延迟而暴跌至约$18[3] - 过去一个月，股价在公司聘请新审计师并获得截至2月25日的报告延期后回升80%，但在最近五个交易日中损失了近四分之一的市值[4] - 股价在最近盘前交易中上涨2%，达到约$34[5] 技术分析 - 股价上周因从上月低点反弹近两倍以填补10月底的缺口而遭遇卖压[6] - 最近卖压加剧，股价周一决定性收盘低于50日移动平均线，相对强弱指数(RSI)显示价格动能减弱，指标自11月底以来首次闪现低于50的读数[6] 支撑与阻力水平 - 重要支撑水平包括$26，这是11月初股价下跌时的逆势峰值附近，跌破此水平可能导致重新测试$18水平[8] - 重要阻力水平包括$39，这是9月股价图表上形成的两个谷底附近，以及$50，这是8月初谷底与10月大部分时间股价盘整期间上水平线连接的水平[9][10]