Shares of this AI server maker and this EV player are well-positioned to take off in the coming years.In the past couple of years, artificial intelligence (AI) has emerged as one of the most important themes in the investment world. While the initial frenzy about AI stocks seems to have somewhat abated, investing in fundamentally strong stocks with well-proven AI technologies can still prove to be a smart move -- considering that many of these technologies are now at the forefront of driving efficiency and ...

JHVEPhoto Super Micro (NASDAQ:SMCI), also known as Supermicro, reported earnings on August 6, 2024. Despite showing triple-digit revenue growth, investors were disappointed in the company's profitability. The stock dropped 20% the day after earnings. It is also down 22% from my buy recommendation at $806.40 on July 20, 2024, and dropped 35% from my April 5, 2024, buy recommendation. Data by YCharts Despite the company's subpar fourth quarter fiscal year ("FY") 2024 results and the resulting stock decline, t ...

These two companies have received a big shot in the arm thanks to the growing adoption of AI.Technology stocks have delivered outstanding gains to investors since the beginning of 2023, with a 69% jump in the value of the Nasdaq-100 Technology Sector index over this period. Artificial intelligence (AI) has played a central role in this tremendous rally.Technology companies, big and small, have been benefiting from the adoption of AI. Super Micro Computer (SMCI 0.34%) and Taiwan Semiconductor Manufacturing ( ...

文章核心观点 - Super Micro Computer (SMCI)是一家高性能计算和AI基础设施领域的关键参与者,今年经历了显著的市场波动[1] - 公司股价在2024年1月大幅上涨,主要是由于被纳入标普500指数,但随后出现了大幅调整,主要是由于第四季度毛利率从上年的17%下降到11.2%[1] - 尽管面临挑战,但分析师对SMCI的未来持乐观态度,预计股价即将迎来大涨[1] 公司当前表现和复苏迹象 - 目前SMCI股价为628.80美元,显示出强劲的复苏态势,最近一周的涨幅为自2023年5月22日以来最强[2] - 此前的下跌主要是由于市场对经济放缓的担忧,但SMCI在2022年7月开始的"更高低点区间"内的反弹显示了其韧性和长期看涨潜力[3] 技术分析和关键支撑位 - 100周移动平均线(1周MA100)一直是关键支撑位,只要SMCI保持在该水平之上,长期看涨前景就可能保持不变[4] - 最近重新收复的1周MA50现在成为即时支撑位,为进一步上涨提供了良好基础,约470美元附近是重要支撑区域[4] - 950-1000美元区间是关键阻力位,如果突破该区间,将可能确认新一轮牛市开启,并有望向2000美元目标进发[4] - 技术指标如RSI也显示SMCI仍有进一步上涨空间,并可能重现之前156.78%、288.39%和344.40%的涨幅[4] - 近期成交量激增也反映了买盘力量的增强,是看涨势头构建的重要信号[4]

Super Micro Computer stock has become too attractive to ignore following its recent drop.Super Micro Computer (SMCI 0.34%) announced fiscal 2024 fourth-quarter results (for the quarter ended June 30) on Aug. 6, and the stock fell 20% as investors were concerned about the company's shrinking margin profile.Supermicro's revenue shot up remarkably year over year, and its guidance for fiscal 2025 indicates that its stunning growth is here to stay. What's more, management announced a 10-for-1 stock split, which ...

Portra/DigitalVision via Getty Images Super Micro Computer, Inc. (NASDAQ:SMCI) stock tanked following its recently announced fiscal Q4 earnings. This if a stock was a gem reserved for our investing group, and admittedly, we have had members in this name since $225, shaving profit over $1,000, and then getting behind the name again as it hit $500. Shares have recouped some recent losses from the earnings and the chip sector correction, but $600 is still a fine price to pay for the growth on display. With ...

Investors appear to be having second thoughts about this high-flying tech stock.Super Micro Computer (SMCI 8.60%) has been a hot buy this year, but lately, the stock has been nosediving. In just six months, it has fallen by 27%. Its year-to-date return is still impressive at 90%, but it's clear that investors appear to be growing concerned with the stock potentially hitting a peak.The company, also known as Supermicro, experienced a lot of growth due to artificial intelligence (AI) as businesses upgrade the ...

文章核心观点 - Super Micro Computer公司的股票在最新一季度财报公布后大幅下跌,跌幅达18.67% [1][2] - 这一跌势与上一季度戴尔公司遭遇的类似情况有关,即人工智能服务器业务利润率下降引发了市场担忧 [1][2] - 尽管Super Micro专注于人工智能服务器业务,但其表现并不如英伟达那么出色 [1] - 分析师认为,Super Micro的股价可能会进一步下跌以填补之前的价格缺口,这可能不需要整个股市下跌 [3] 公司业务和财务情况 - Super Micro是一家专注于人工智能服务器的公司,其液冷技术在行业中有一定优势 [1] - 公司在2023年底曾有较好的股价表现,投资者获得了约75%的收益 [2] - 但在最新一季度财报公布后,公司股价大幅下挫,跌幅达18.67% [1][2] - 分析师认为,公司的人工智能服务器业务利润率下降可能是导致股价下跌的主要原因 [1][2]

Outside of artificial intelligence chipmaker Nvidia, the best AI trade over the past 12 months has also been a lesser-known company by the name of Super Micro Computer (NASDAQ:SMCI) stock.SMCI has seen sales and net income double over its last fiscal year due to demand for all kinds of advanced server hardware and equipment as large technology firms race to process large AI workloads.SMCI’s share price has risen by more than 90% since the start of 2024 and prescient tailwinds could keep shares edging higher ...

The recent plunge investors have seen in Super Micro Computer (NASDAQ:SMCI) has been truly remarkable. Shares of the server and storage giant surged more than 1,200% during the recent AI boom but have since dropped more than 50% from their peak. That said, there are reasons why many investors view SMCI stock as a strong contrarian bet. Now trading around 15x earnings, there’s a clear value argument that can be made for this provider of direct liquid cooling technology for server farms. The company appears t ...