SMCI: The Glory and Shadow of an AI Server Giant

-1.25%

Super Micro Computer, Inc.

SMCI

33.90

-1.25%

SMCI: The Glory and Shadow of an AI Server Giant

Is Another AI Winner Facing Its "Waterloo"?

Revenue Surged 143%, Yet Stock Price Halved from Peak

Latest Quarter Net Profit $353M, but Gross Margin Plunged 5.8 Points

Hindenburg's Short Attack: Adding Frost to Snow?

Three Key Points:

💡 New Malaysian Capacity Coming Online - Can Gross Margin Return to 14%-17%?

💡 Over 10% Market Share in AI Servers - Growth Momentum Remains Strong

💡 P/E Ratio Down to 20x - Significantly Lower than Other Tech Hardware Peers The Market's Real Concerns Go Beyond Financial Numbers... 👉 [Click Here for Full Analysis]

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