Markets have a tendency to overreact. Look no further than the retailer of servers and liquid-cooled AI racks, Super Micro Computer (NASDAQ: SMCI), which has seen its shares rally ~40 percent so far this year – and that is after suffering a bruising ~30 percent correction in the interim. Yet, on the broader canvas, SMCI’s overall thesis remains unchanged: the company expects to earn $40 billion in full-year revenue in FY 2026 on the back of growing shipments of Blackwell-based products, and it was able to avoid a stock delisting at the proverbial last-minute by filing the requisite financial statements […]
Read full article at https://wccftech.com/after-super-micro-computer-smci-becomes-the-best-performing-stock-in-hardware-goldman-sachs-grows-cautious-on-unfavorable-risk-reward-going-forward/
