Super Micro Computer (NASDAQ: SMCI) reported earnings for its fiscal Q3’25 on Tuesday, largely meeting its own heavily watered-down guidance. However, the company’s outlook for the June-ending quarter, coupled with a lack of affirmation on the $40 billion FY 2026 revenue figure previously guided to, is predictably taking a toll on the sentiment around the high-momentum stock. As a refresher, Super Micro Computer is one of the leading GPU-as-a-Service players and a prominent retailer of liquid-cooled AI racks. Just a few weeks back, SMCI was generally regarded as one of the best hardware plays, handily outpacing the gains notched by […]
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