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Super Micro Computer Continues Its 3-Month Fall: One Wall Street Bull’s Thesis Predicts 55% Upside From Here

Quick Read One bull sees 55% upside for SMCI, citing $60 billion in new orders and gross margins rebounding from 6% to nearly 10%. DELL surged 264% and HPE jumped 124% year to date on AI server demand, while SMCI lags under a company-specific …

SMCI main company
Sharemaestro market context Price above Trend Line 31 weeks +3.2% SMCI stored weekly price path from 9 Jan 2026 to 7 Aug 2026

SMCI, Apple, Intel, Berkshire Hathaway, and More Stocks That Explain Today’s Market

The artificial intelligence trade is chugging along as investors wait for a CPI inflation print that could decide where rates go next. Continue Reading

SMCI main company
Sharemaestro market context Price above Trend Line 31 weeks +3.2% SMCI stored weekly price path from 9 Jan 2026 to 7 Aug 2026

Super Micro Computer Landed $60 Billion in Orders Last Quarter, but Trades at Just $30

Key Points Supermicro booked more than $60 billion in new AI server orders in one quarter and expects significantly higher gross margins (15% to 17%). The market remains cautious because some orders are not firm commitments. The company is raising $7 billion through equity-related …

SMCI main company
Sharemaestro market context Price above Trend Line 31 weeks +3.2% SMCI stored weekly price path from 9 Jan 2026 to 7 Aug 2026

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