A Wall Street Analyst On Super Micro Computer: “Having Stood On The Sidelines Of The Nascent GB200 Cycle So Far, We Believe SMCI Could Re-enter The Blackwell Fray With The Launch Of GB300”

It is a rare sight these days to find positive analyst commentary on Super Micro Computer (SMCI), a major retailer of servers and AI racks, given the company’s long list of troubles, including allegations of accounting malpractice, the unceremonious exit of a well-regarded audit firm, and ongoing filing delays for the company’s financial statements. Yet, Lynx Equity has been consistently bullish on Super Micro Computer throughout its long litany of travails. Today, as NVIDIA gears up for its keynote address at the CES, the firm has published another investment note on SMCI’s prospects. Lynx Equity Reiterates $60 PT on $SMCI, […]

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