SMCI Super Micro Computer Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
03:26
02 сен
02 сен
Dell strength positive for server peers
Dell's strong earnings and after-hours surge are positive for server/hardware peers such as Supermicro and HP, but Park warns the read-across is too narrow to lift the entire semiconductor complex.
Сред.
02:17
02 сен
02 сен
AI server makers have leveraged upside.
AI server demand is strong while memory supply is tight, leaving server and rack makers with large order backlogs. Companies at the tail end of the AI supply chain, including Dell, HP, Supermicro, and Lenovo, have bullwhip-effect leverage to the AI capex cycle, so their earnings and stock volatility are amplified. As long as the AI industry trend is not damaged, their uptrend should continue, though supply-chain changes are a key risk.
Выс.
00:03
02 сен
02 сен
SMCI FYI Dell read-through; no explicit position.
Watch SMCI because the author gives an FYI read-through that Dell wins also benefit SMCI, but does not state ownership, a buy, or a forward actionable call.
Сред.
21:59
01 сен
01 сен
Dell earnings strong; server OEMs rally.
Dell reported clean earnings that beat and its shares are recovering sharply after-hours. As a rack/server manufacturer, Dell's strength should be a positive read-through for server peers like Supermicro and HP Enterprise, though the speaker cautions that the strength is less likely to spill into semiconductors.
Выс.
20:30
01 сен
01 сен
Supply remains constrained for traditional servers, with demand outstripping supply even as revenue grew 122%. — The supply constraint is industry-wide; competitors face similar allocation challenges, but Dell's scale is winning share, pressuring rivals.
Сред.
16:53
01 сен
01 сен
The author notes Elon Musk and SpaceX may be mitigating semiconductor oversupply.
The author notes Elon Musk and SpaceX may be mitigating semiconductor oversupply, framing it as a market context observation rather than a personal trade position.
15:40
01 сен
01 сен
Author argues AI infrastructure selloff is overdone because token demand doubled in a month.
Author argues AI infrastructure selloff is overdone because token demand doubled in a month, implying every token needs GPUs, interconnect, power, and memory, framing the crash as a buying opportunity without explicit positions.
18:28
31 авг
31 авг
Author stays long AI buildout names despite macro volatility, citing record demand and capex.
Author stays long AI buildout names despite macro volatility, citing record demand and capex, but frames it as a general thesis rather than new explicit positions.
13:58
30 авг
30 авг
The author provides a detailed research retrospective on energy bottleneck beneficiaries.
The author provides a detailed research retrospective on energy bottleneck beneficiaries but frames it as a model performance review and forward-looking KPI watch, not a current position or explicit buy call.
00:24
27 авг
27 авг
Research read-through notes on NVIDIA earnings map beneficiaries and risks across networking.
Research read-through notes on NVIDIA earnings map beneficiaries and risks across networking, server, and cloud names, but no explicit positions or forward calls are stated.
20:00
26 авг
26 авг
One top comment said NVDA’s $850 future earnings at 23x falls short of its price, and “I’ll stick with SMCI before NVIDIA.” Some traders see SMCI as the better relative-value AI trade after NVDA’s run-up. Long SMCI as a contrarian AI hardware play, rotating away from NVDA. Only one upvoted comment made this case; there was no detailed SMCI catalyst in the thread.
Сред.
16:20
26 авг
26 авг
Seeking Alpha highlights SMCI's strong revenue growth and liquid-cooling leadership.
Seeking Alpha highlights SMCI's strong revenue growth and liquid-cooling leadership but maintains a HOLD rating due to compliance overhangs and margin sensitivity.
23:46
25 авг
25 авг
Avoid Super Micro due to accounting problems.
Cramer refuses to own Super Micro Computer due to its history of accounting problems and controversies, attributing any recent upward movement to a short squeeze rather than fundamental strength.
Выс.
22:02
25 авг
25 авг
Daily semi-cap roundup reports OpenAI's custom ASIC with Broadcom, Navitas' acquisition.
Daily semi-cap roundup reports OpenAI's custom ASIC with Broadcom, Navitas' acquisition, Cisco-Supermicro partnership, and Nvidia's new networking layer as factual industry developments without author positions.
21:16
25 авг
25 авг
The author reminds followers of past NVDA earnings-day moves in related AI names.
The author reminds followers of past NVDA earnings-day moves in related AI names, framing it as a historical observation rather than a current trade recommendation.
20:00
25 авг
25 авг
A +5 comment notes SMCI's P/E is 12.22 vs DELL's 35.83, calling it "tempting" but citing "sh!t management that can't pull their head outta their azz!" The deep valuation discount exists because the market is pricing in management risk; buying it means betting on a corporate governance fix, not on valuation alone. Avoid SMCI — the cheap P/E is a value trap until management credibility improves. If management executes even slightly, the P/E gap to DELL is huge and shares could re-rate sharply higher.
Низ.
18:53
25 авг
25 авг
The author highlights historical post-earnings moves in NVDA-related names as a factual.
The author highlights historical post-earnings moves in NVDA-related names as a factual reminder, not a current trade recommendation.
Низ.
22:46
23 авг
23 авг
Author is bullish on the AI buildout over five years.
Author is bullish on the AI buildout over five years, but the tweet is a thematic performance review and forward-looking thesis without explicit current positions, so all tickers are watch.
22:02
20 авг
20 авг
Management cleared of illegal China export allegations.
Super Micro Computer's stock rebounded because investigations revealed that current management was completely unaware of a former employee's illegal exports to China, removing a major company-level risk.
Сред.
19:15
20 авг
20 авг
Seeking Alpha reports SMCI's board investigation cleared management and highlights strong.
Seeking Alpha reports SMCI's board investigation cleared management and highlights strong growth, but the rating remains a neutral hold without an explicit directional call.
15:55
20 авг
20 авг
Super Micro completed an independent export compliance investigation that found senior.
Super Micro completed an independent export compliance investigation that found senior management had no knowledge of an alleged Nvidia chip diversion scheme.
13:25
20 авг
20 авг
Super Micro Computer shares rise 1.6% in premarket trading after the board approves measures.
Super Micro Computer shares rise 1.6% in premarket trading after the board approves measures to improve its export compliance program.
13:25
20 авг
20 авг
Super Micro Computer reports that an investigation found no evidence of direct sales to banned.
Super Micro Computer reports that an investigation found no evidence of direct sales to banned parties, addressing compliance concerns.
13:25
20 авг
20 авг
Supermicro completed an independent probe finding no proof senior management knew of alleged.
Supermicro completed an independent probe finding no proof senior management knew of alleged diversion scheme and terminated employees for rule violations.
13:11
20 авг
20 авг
Super Micro says senior management was unaware of the diversion scheme.
Super Micro says senior management was unaware of the diversion scheme, prompting the news wire to sarcastically question the quality of oversight.
13:08
20 авг
20 авг
Super Micro Computer states there is no evidence that previous financial statements could not.
Super Micro Computer states there is no evidence that previous financial statements could not be relied upon.
13:07
20 авг
20 авг
Super Micro Computer's board adopts recommendations to enhance its export compliance program.
Super Micro Computer's board adopts recommendations to enhance its export compliance program according to the company announcement.
13:03
18 авг
18 авг
The tweet reports Dell's leading server market share for enterprise customers as a factual data.
The tweet reports Dell's leading server market share for enterprise customers as a factual data point without expressing any directional trade view.
Низ.
18:48
16 авг
16 авг
Mizuho's research note highlights strong 2027E AI infrastructure ramps and upside potential.
Mizuho's research note highlights strong 2027E AI infrastructure ramps and upside potential across multiple names, but the author relays the bank's analysis without stating a personal position or forward call.
Об аналитическом покрытии SMCI
Buzzberg отслеживает SMCI (Super Micro Computer) в 74 источниках. Бычьих сигналов: 111, медвежьих: 7, от 105 аналитиков. Сентимент преимущественно бычий (25%). Всего отслеживается 411 торговых идей. За последние 7 дней: бычьих: 3, наблюдение: 8. Последние спикеры: Park Myung-seok, Park Se-ik, cifroracle.