Morsa Images Investment Thesis Super Micro Computer, Inc. (NASDAQ:SMCI) aka Supermicro is a battleground stock. The bulls roar that the stock is down from its all-time highs by a considerable amount; therefore, it must be undervalued. Meanwhile, the bears shriek that Supermicro is a commodity company that isn't worthy of a premium valuation on its stock. Furthermore, this is a company that has in the past year formed a habit of over-promising and underdelivering. For instance, fiscal Q4 2024 saw a signi ...