美国MITBBS

redbeanus 写了： ↑13 6月 2024, 09:38

SMCI触底反弹了！

女大120能稳住的话，SMCI至少1000吧？

应该要到$1200， 然后1:10分股！

SMCI Statistic snapshot - outstanding shares are only at 58.56M and float at 50M, over 70% is already owner between insiders and institutions.

redbeanus 写了： ↑13 6月 2024, 09:53

应该要到$1200， 然后1:10分股！

7月份季报好看的话，大概率事件。

像往常一样，涨超过100点。

Super Micro Computer (NASDAQ: SMCI) stock is making big gains in Thursday's trading. The company's share price was up 10% as of 12:45 p.m. ET, according to data from S&P Global Market Intelligence.

While there wasn't any business-specific news for the company, strong earnings for Broadcom (NASDAQ: AVGO), promising developments for Oracle, and continued momentum for artificial intelligence (AI) stocks are powering big gains for Super Micro's share price today. The high-performance server specialist's stock is now up more than 200% year to date.

Broadcom's big quarter flashes buy signals for Super Micro stock

High-profile AI stocks have frequently traded in tandem with each other this year. When one company posts better-than-expected earnings results or secures a major new contract or partnership, that has often been enough to power substantial gains for other players in the space. On the heels of Broadcom's better-than-expected quarterly results, Super Micro Computer stock appears to be benefiting from that dynamic.

Broadcom, a connectivity semiconductor and software company, posted better-than-expected quarterly sales and earnings performance after the market closed yesterday. The tech specialist reported non-GAAP (adjusted) earnings per share of $10.96 on sales of $12.49 billion for the second quarter of its current fiscal year, which ended May 5. Revenue was up roughly 43% year over year in the period, with rising demand for AI-related technologies helping to spur growth. Meanwhile, the average analyst estimate had called for the business to post adjusted per-share earnings of $10.84 on sales of $12.01 billion. In addition to posting sales and earnings beats, the company also raised its full-year performance outlook.

Oracle's promising guidance presents another buy signal

Broadcom's beat-and-raise quarter came on the heels of a promising report from Oracle earlier in the week. While Oracle's quarterly sales and earnings performance actually came in lower than Wall Street had expected, the company's management issued very encouraging guidance.

In particular, Oracle looks to be scoring significant wins in AI and the cloud infrastructure market. Because Super Micro is a provider of high-end rack servers used for artificial intelligence, data centers, and other accelerated computing applications, good news for Broadcom and Oracle this week also bodes well for Super Micro stock.

Supermicro management to meet with Loop Capital 04:55 SMCI Meeting to be held with VP Staiger in New York on June 13 hosted by Loop Capital.

Read more at:
https://thefly.com/n.php?id=3931573

Super Micro Computer could be the next stock added to the Nasdaq 100 index, while the companies most vulnerable to deletion are Walgreens Boots Alliance , Warner Bros. Discovery , Illumina , and MongoDB .

On Thursday night, Nasdaq added Arm Holdings , the U.K. chip maker, and dropped Sirius XM Holdings in a move that Barron’s had predicted could occur. The index’s methodology offers clues about what stocks could drop out.

Time to Buy the Dip on Super Micro Computer Stock?
https://finance.yahoo.com/news/time-buy ... 00304.html

Supermicro Adding 3 New Manufacturing Facilities in Silicon Valley and Globally to Support the Growth of AI and Enterprise Rack Scale Liquid-Cooled Solutions

Supermicro (NASDAQ: SMCI) is expanding its manufacturing footprint by adding three new facilities in Silicon Valley and globally to meet the growing demand for AI and enterprise rack scale liquid-cooled solutions.

The expansion aims to double the current production capacity of liquid-cooled AI SuperClusters, which currently stands at 1,000 units per month.

These new facilities will focus on delivering comprehensive liquid-cooled solutions, which offer up to 40% lower operational expenses and reduced environmental impact compared to traditional air-cooled data centers.

Supermicro's advanced liquid-cooled technology enhances AI compute performance per watt, and the company expects liquid-cooled data centers to grow from less than 1% to up to 30% of all data center installations in the next two years.

The facilities will also support high-performance NVIDIA GPU-based servers and other cutting-edge technologies optimized for liquid cooling.

https://www.stocktitan.net/news/SMCI/su ... gl9w0.html