In today's video, I discuss Super Micro Computer (SMCI -1.19%), the company that designs and manufactures AI servers powering the tech AI revolution. You'll learn about its business, growth, risk, and my prediction of whether it will beat the market.Stock prices used were the market prices of April 18, 2025. The video was published on April 18, 2025. ...

Added to the Zacks Rank #1 (Strong Buy) list this week, Super Micro Computer’s (SMCI)  stock has become compelling among the tech sector as it looks to move past investigations into its accounting practices.Furthermore, Super Micro’s artificial intelligence initiatives are reassuring and have led to sprawling sales growth that is acknowledged even amid probes by the Department of Justice (DOJ). Super Micro’s AI Expansion  Having a strategic partnership with Nvidia (NVDA) , Super Micro offers various AI solu ...

Super Micro Computer, Inc. (NASDAQ: SMCI ) is fast emerging as a pivotal player in the rapidly growing AI infrastructure space. With a market cap of $20 billion, and as a provider of high-performance server and storage solutions, the company is positioned to growI specialize in analyzing individual stocks. With a strong educational background in both finance and economics, I’ve developed a deep fascination with the stock market and the potential it offers to investors at all levels. I keep a close watch on ...

文章核心观点 - 比较Super Micro Computer和BigBear.ai两只AI股票，认为Super Micro Computer虽未脱离困境，但解决关键问题且估值相对增长潜力较便宜，是更好的AI市场投资选择，而BigBear.ai商业模式可持续性未得到证明，也不具性价比 [14][15] 公司业务情况 - Super Micro Computer生产专用AI服务器，凭借液冷系统在专用AI服务器市场有先发优势，与英伟达关系密切，获稳定高端数据中心GPU供应 [1][3] - BigBear.ai开发可插入边缘网络的AI模块，加速和自动化特定任务 [1] 股价表现 - Super Micro Computer股价从2024年3月13日的历史高点118.81美元跌至约33美元 [2] - BigBear.ai股价从2022年4月13日的历史高点12.69美元跌至不到3美元 [2] Super Micro Computer发展情况 - 过去营收增长显著，2022财年（截至2022年6月）增长46%，2023年增长37%，2024年增长110% [4] - 去年8月遭做空指控夸大营收，随后延迟2024财年10 - K文件提交，10月失去审计机构安永，11月收到纳斯达克不合规通知，财务报表被美国证券交易委员会和美国司法部传唤 [5] - 股价于11月14日跌至1.5年低点18.01美元，后因聘请新审计机构、提交逾期10 - K文件和保留上市资格而反弹 [6] - 2025财年上半年营收同比翻倍，预计全年增长74% - 101%，2024 - 2027财年，分析师预计其营收和每股收益复合年增长率分别为38%和22%，当前股价仅为明年盈利的10倍 [7] - 高关税可能抑制近期销售并压缩利润率，但如能度过危机可能成为更强大的公司 [8] BigBear.ai发展情况 - 2021年末通过与特殊目的收购公司合并上市，原计划将年收入从2021年的1.82亿美元增长到2024年的5.5亿美元，但2021年营收1.46亿美元，2024年为1.58亿美元，净亏损从2021年的1.24亿美元增至2024年的2.57亿美元 [9] - 面临宏观逆风、大型AI公司竞争以及2023年最大客户维珍轨道破产等问题，上市后换了三任CEO，近期延迟2024年10 - K文件提交以重述2022和2023年财务报表，虽不影响销售和利润率，但令投资者失望 [10] - 多头希望新CEO凯文·麦卡利南带来新政府合同，过去一年获得一些新政府合同，但仍面临C3.ai和Palantir等大型AI软件公司激烈竞争 [11] - 一年前收购AI视觉公司Pangiam以促进销售，可能需更多收购来拓展业务，但可能严重稀释现有投资者权益或承担更多债务 [12] - 2024 - 2026年，分析师预计其营收复合年增长率为10%，调整后的息税折旧及摊销前利润到最后一年转正，市值8.2亿美元，按明年销售额的4倍计算并不便宜 [13]

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Yiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-potential winners before they break out, focusing on asymmetric opportunities (with at least upside potential of 2-3X outweighing the downside ...

Super Micro Computer (SMCI 15.55%), better known as just Supermicro, has been one of the more volatile artificial intelligence (AI) stocks to own over the past few years. Since 2023, it has risen by 300%, and that's even after giving up some significant gains in the second half of 2024 over concerns about its financial reporting and problems with its auditor.With those issues seemingly resolved now and Supermicro's stock trading at a reduced valuation, is the stock a rally candidate going forward? Could the ...

Monday, April 7, featured one of the strongest intraday reversals in recent memory as investors poured trillions into the stock market on the ‘fake news’ that President Donald Trump is considering a 90-day postponement of his latest tariffs.One of the biggest winners of the day was the disgraced technology giant Super Micro Computer (NASDAQ: SMCI), which rallied more than 10% within the session and ended the day at exactly $33.The upswing continued into the Tuesday pre-market, indicating SMCI shares would o ...

文章核心观点 - 10月底关于超微电脑公司（Super Micro Computer）的文章中提到，公司审计机构安永辞职后，投资者质疑公司账目准确性，导致10 - K文件提交进一步延迟 [1] 公司情况 - 超微电脑公司审计机构安永辞职，投资者质疑公司账目准确性，致使10 - K文件提交进一步延迟 [1]

文章核心观点 - 由HedgeMix团队进行股票分析，基于对各公司增长前景的仔细评估，常使用贴现现金流（DCF）模型进行估值，并分享不同商业模式下现金流产生的宝贵见解 [1] 分组1 - 股票分析由HedgeMix团队开展，基于对公司增长前景的评估 [1] - 为进行估值常使用贴现现金流（DCF）模型，分享不同商业模式下现金流产生的见解 [1] - 该分析与SA分析师Garvit Bhandari有关 [1]