SMCI Super Micro Computer Loading... : Bullish and Bearish Analyst Opinions
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03:26
Sep 02
Sep 02
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.
MED
02:17
Sep 02
Sep 02
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.
HIGH
00:03
Sep 02
Sep 02
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.
MED
21:59
Sep 01
Sep 01
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.
HIGH
20:30
Sep 01
Sep 01
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.
MED
16:53
Sep 01
Sep 01
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
Sep 01
Sep 01
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
Aug 31
Aug 31
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
Aug 30
Aug 30
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
Aug 27
Aug 27
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
Aug 26
Aug 26
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.
MED
16:20
Aug 26
Aug 26
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
Aug 25
Aug 25
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.
HIGH
22:02
Aug 25
Aug 25
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
Aug 25
Aug 25
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
Aug 25
Aug 25
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.
LOW
18:53
Aug 25
Aug 25
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.
LOW
22:46
Aug 23
Aug 23
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
Aug 20
Aug 20
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.
MED
19:15
Aug 20
Aug 20
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
Aug 20
Aug 20
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
Aug 20
Aug 20
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
Aug 20
Aug 20
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
Aug 20
Aug 20
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
Aug 20
Aug 20
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
Aug 20
Aug 20
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
Aug 20
Aug 20
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
Aug 18
Aug 18
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.
LOW
18:48
Aug 16
Aug 16
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.
About SMCI Analyst Coverage
Buzzberg tracks SMCI (Super Micro Computer) across 74 sources. 111 bullish vs 7 bearish calls from 105 analysts. Sentiment: predominantly bullish (25%). 411 total trade ideas tracked. Past 7 days: 3 bullish, 8 watch. Latest voices: Park Myung-seok, Park Se-ik, cifroracle.