Is It Too Late to Buy Super Micro Computer Stock as It Keeps Surging Higher?

Motley Fool03-05

KEY POINTSIt's not just Nvidia that is seeing surging demand for AI-related products.Supermicro's valuation has rocketed to about $60 billion.After more than tripling just so far in 2024, the rally in...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

SamsonChow
03-06
SamsonChow
There is HPE & DELL. Far better cheaper than SMCI!
Jmw148
03-05
Jmw148
Share your opinion about this news…

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2417122362?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2024-03-05 13:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2417122362","market":"us","top_or_hot":-1,"title":"Is It Too Late to Buy Super Micro Computer Stock as It Keeps Surging Higher?","media":"Motley Fool","content":"<div>\n<p>KEY POINTSIt's not just Nvidia that is seeing surging demand for AI-related products.Supermicro's valuation has rocketed to about $60 billion.After more than tripling just so far in 2024, the rally in...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/04/is-it-too-late-to-buy-super-micro-computer-stock/\">Source Link</a>\n\n</div>\n","source":"fool_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy Super Micro Computer Stock as It Keeps Surging Higher?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy Super Micro Computer Stock as It Keeps Surging Higher?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-05 13:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/04/is-it-too-late-to-buy-super-micro-computer-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIt's not just Nvidia that is seeing surging demand for AI-related products.Supermicro's valuation has rocketed to about $60 billion.After more than tripling just so far in 2024, the rally in...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/04/is-it-too-late-to-buy-super-micro-computer-stock/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0672654240.SGD","symbol_name":"FTIF - Franklin US Opportunities A Acc SGD-H1","start_time":0,"source_url":"https://www.fool.com/investing/2024/03/04/is-it-too-late-to-buy-super-micro-computer-stock/","article_id":"2417122362","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2417122362","pubTimestamp":1709616600,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Supermicro shares have rocketed higher by nearly 300% so far this year.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4587":"ChatGPT概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SMCI":"超微电脑","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","LU0079474960.USD":"联博美国增长基金A","BK4579":"人工智能","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4588":"碎股","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","BK4503":"景林资产持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4581":"高盛持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4549":"软银资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4529":"IDC概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC"},"translate_title":"在超微电脑股票不断飙升的情况下，现在买入它还来得及吗？","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SMCI":0.9},"content_text":"KEY POINTSIt's not just Nvidia that is seeing surging demand for AI-related products.Supermicro's valuation has rocketed to about $60 billion.After more than tripling just so far in 2024, the rally in shares of Super Micro Computer continued Monday. Supermicro, as it's known, will be added to the S&P 500 index before the opening of trading on March 18.That's just the latest catalyst for the stock of the maker of servers for artificial intelligence (AI) applications. And it shouldn't be unexpected since the stock's market cap has now soared to about $60 billion. What investors need to know now is whether the company is worth that valuation and whether the stock's meteoric rise will continue.Riding the AI boomSupermicro's rally comes as investors continue to see more and more companies reporting massive sales growth for AI-related equipment. Nvidia is perhaps the most well-known beneficiary of the AI boom, but even Dell Technologies' shares surged more than 30% last week after it reported robust demand for its AI servers. Supermicro shares have been riding that same AI demand wave.But Supermicro's valuation only makes sense if its sales and profits are set to continue soaring higher. As demand for computing power for AI applications grows, sales of Supermicro's server solutions should also grow. In fact, sales soared by more than 70% over the last two sequential quarterly periods. The company sees its net sales continuing to increase in the current quarter, though not as quickly.But it's not just about sales. And profits aren't going to grow as fast as they have for Nvidia. Supermicro's gross profit margin averaged just 16% over the last six months. By comparison, Nvidia's is nearly 5 times that.The frenzy to own anything AI has driven Supermicro stock to such lofty heights more than the business itself. At some point investors are likely to take profits and reprice Supermicro stock lower.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":281355813404904,"gmtCreate":1709714933769,"gmtModify":1709714937546,"author":{"id":"4166752395028592","authorId":"4166752395028592","name":"SamsonChow","avatar":"https://community-static.tradeup.com/news/5b3db5185eda55dc9e03331477d70e90","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"There is HPE &amp; DELL. Far better cheaper than SMCI! &nbsp;","listText":"There is HPE &amp; DELL. Far better cheaper than SMCI! &nbsp;","text":"There is HPE & DELL. Far better cheaper than SMCI!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281355813404904","repostId":2417122362,"repostType":2,"repost":{"id":"2417122362","pubTimestamp":1709616600,"share":"https://www.laohu8.com/m/news/2417122362?lang=&edition=full","pubTime":"2024-03-05 13:30","market":"us","language":"en","title":"Is It Too Late to Buy Super Micro Computer Stock as It Keeps Surging Higher?","url":"https://stock-news.laohu8.com/highlight/detail?id=2417122362","media":"Motley Fool","summary":"Supermicro shares have rocketed higher by nearly 300% so far this year.","content":"<html><head></head><body><h2 id=\"id_3883967114\" style=\"text-align: start;\">KEY POINTS</h2><ul style=\"\"><li><p>It&#39;s not just Nvidia that is seeing surging demand for AI-related products.</p></li><li><p>Supermicro&#39;s valuation has rocketed to about $60 billion.</p></li></ul><p>After more than tripling just so far in 2024, the rally in shares of <strong>Super Micro Computer</strong> continued Monday. Supermicro, as it&#39;s known, will be added to the <strong>S&amp;P 500</strong> index before the opening of trading on March 18.</p><p style=\"text-align: start;\">That&#39;s just the latest catalyst for the stock of the maker of servers for artificial intelligence (AI) applications. And it shouldn&#39;t be unexpected since the stock&#39;s market cap has now soared to about $60 billion. What investors need to know now is whether the company is worth that valuation and whether the stock&#39;s meteoric rise will continue.</p><h2 id=\"id_4082454319\" style=\"text-align: start;\">Riding the AI boom</h2><p style=\"text-align: start;\">Supermicro&#39;s rally comes as investors continue to see more and more companies reporting massive sales growth for AI-related equipment. <strong>Nvidia</strong> is perhaps the most well-known beneficiary of the AI boom, but even <strong>Dell Technologies</strong>&#39; shares surged more than 30% last week after it reported robust demand for its AI servers. Supermicro shares have been riding that same AI demand wave.</p><p>But Supermicro&#39;s valuation only makes sense if its sales and profits are set to continue soaring higher. As demand for computing power for AI applications grows, sales of Supermicro&#39;s server solutions should also grow. In fact, sales soared by more than 70% over the last two sequential quarterly periods. The company sees its net sales continuing to increase in the current quarter, though not as quickly.</p><p style=\"text-align: start;\">But it&#39;s not just about sales. And profits aren&#39;t going to grow as fast as they have for Nvidia. Supermicro&#39;s gross profit margin averaged just 16% over the last six months. By comparison, Nvidia&#39;s is nearly 5 times that.</p><p style=\"text-align: start;\">The frenzy to own anything AI has driven Supermicro stock to such lofty heights more than the business itself. At some point investors are likely to take profits and reprice Supermicro stock lower.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy Super Micro Computer Stock as It Keeps Surging Higher?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy Super Micro Computer Stock as It Keeps Surging Higher?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-05 13:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/04/is-it-too-late-to-buy-super-micro-computer-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIt's not just Nvidia that is seeing surging demand for AI-related products.Supermicro's valuation has rocketed to about $60 billion.After more than tripling just so far in 2024, the rally in...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/04/is-it-too-late-to-buy-super-micro-computer-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4587":"ChatGPT概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SMCI":"超微电脑","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","LU0079474960.USD":"联博美国增长基金A","BK4579":"人工智能","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4588":"碎股","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","BK4503":"景林资产持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4581":"高盛持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4549":"软银资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4529":"IDC概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2024/03/04/is-it-too-late-to-buy-super-micro-computer-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417122362","content_text":"KEY POINTSIt's not just Nvidia that is seeing surging demand for AI-related products.Supermicro's valuation has rocketed to about $60 billion.After more than tripling just so far in 2024, the rally in shares of Super Micro Computer continued Monday. Supermicro, as it's known, will be added to the S&P 500 index before the opening of trading on March 18.That's just the latest catalyst for the stock of the maker of servers for artificial intelligence (AI) applications. And it shouldn't be unexpected since the stock's market cap has now soared to about $60 billion. What investors need to know now is whether the company is worth that valuation and whether the stock's meteoric rise will continue.Riding the AI boomSupermicro's rally comes as investors continue to see more and more companies reporting massive sales growth for AI-related equipment. Nvidia is perhaps the most well-known beneficiary of the AI boom, but even Dell Technologies' shares surged more than 30% last week after it reported robust demand for its AI servers. Supermicro shares have been riding that same AI demand wave.But Supermicro's valuation only makes sense if its sales and profits are set to continue soaring higher. As demand for computing power for AI applications grows, sales of Supermicro's server solutions should also grow. In fact, sales soared by more than 70% over the last two sequential quarterly periods. The company sees its net sales continuing to increase in the current quarter, though not as quickly.But it's not just about sales. And profits aren't going to grow as fast as they have for Nvidia. Supermicro's gross profit margin averaged just 16% over the last six months. By comparison, Nvidia's is nearly 5 times that.The frenzy to own anything AI has driven Supermicro stock to such lofty heights more than the business itself. At some point investors are likely to take profits and reprice Supermicro stock lower.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":280965352103976,"gmtCreate":1709620197395,"gmtModify":1709620201586,"author":{"id":"4166911424160822","authorId":"4166911424160822","name":"Jmw148","avatar":"https://community-static.tradeup.com/news/814f5bc99941639bb74e768fac5ee149","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280965352103976","repostId":2417122362,"repostType":4,"repost":{"id":"2417122362","pubTimestamp":1709616600,"share":"https://www.laohu8.com/m/news/2417122362?lang=&edition=full","pubTime":"2024-03-05 13:30","market":"us","language":"en","title":"Is It Too Late to Buy Super Micro Computer Stock as It Keeps Surging Higher?","url":"https://stock-news.laohu8.com/highlight/detail?id=2417122362","media":"Motley Fool","summary":"Supermicro shares have rocketed higher by nearly 300% so far this year.","content":"<html><head></head><body><h2 id=\"id_3883967114\" style=\"text-align: start;\">KEY POINTS</h2><ul style=\"\"><li><p>It&#39;s not just Nvidia that is seeing surging demand for AI-related products.</p></li><li><p>Supermicro&#39;s valuation has rocketed to about $60 billion.</p></li></ul><p>After more than tripling just so far in 2024, the rally in shares of <strong>Super Micro Computer</strong> continued Monday. Supermicro, as it&#39;s known, will be added to the <strong>S&amp;P 500</strong> index before the opening of trading on March 18.</p><p style=\"text-align: start;\">That&#39;s just the latest catalyst for the stock of the maker of servers for artificial intelligence (AI) applications. And it shouldn&#39;t be unexpected since the stock&#39;s market cap has now soared to about $60 billion. What investors need to know now is whether the company is worth that valuation and whether the stock&#39;s meteoric rise will continue.</p><h2 id=\"id_4082454319\" style=\"text-align: start;\">Riding the AI boom</h2><p style=\"text-align: start;\">Supermicro&#39;s rally comes as investors continue to see more and more companies reporting massive sales growth for AI-related equipment. <strong>Nvidia</strong> is perhaps the most well-known beneficiary of the AI boom, but even <strong>Dell Technologies</strong>&#39; shares surged more than 30% last week after it reported robust demand for its AI servers. Supermicro shares have been riding that same AI demand wave.</p><p>But Supermicro&#39;s valuation only makes sense if its sales and profits are set to continue soaring higher. As demand for computing power for AI applications grows, sales of Supermicro&#39;s server solutions should also grow. In fact, sales soared by more than 70% over the last two sequential quarterly periods. The company sees its net sales continuing to increase in the current quarter, though not as quickly.</p><p style=\"text-align: start;\">But it&#39;s not just about sales. And profits aren&#39;t going to grow as fast as they have for Nvidia. Supermicro&#39;s gross profit margin averaged just 16% over the last six months. By comparison, Nvidia&#39;s is nearly 5 times that.</p><p style=\"text-align: start;\">The frenzy to own anything AI has driven Supermicro stock to such lofty heights more than the business itself. At some point investors are likely to take profits and reprice Supermicro stock lower.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy Super Micro Computer Stock as It Keeps Surging Higher?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy Super Micro Computer Stock as It Keeps Surging Higher?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-05 13:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/04/is-it-too-late-to-buy-super-micro-computer-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIt's not just Nvidia that is seeing surging demand for AI-related products.Supermicro's valuation has rocketed to about $60 billion.After more than tripling just so far in 2024, the rally in...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/04/is-it-too-late-to-buy-super-micro-computer-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4587":"ChatGPT概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SMCI":"超微电脑","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","LU0079474960.USD":"联博美国增长基金A","BK4579":"人工智能","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4588":"碎股","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","BK4503":"景林资产持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4581":"高盛持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4549":"软银资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4529":"IDC概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2024/03/04/is-it-too-late-to-buy-super-micro-computer-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417122362","content_text":"KEY POINTSIt's not just Nvidia that is seeing surging demand for AI-related products.Supermicro's valuation has rocketed to about $60 billion.After more than tripling just so far in 2024, the rally in shares of Super Micro Computer continued Monday. Supermicro, as it's known, will be added to the S&P 500 index before the opening of trading on March 18.That's just the latest catalyst for the stock of the maker of servers for artificial intelligence (AI) applications. And it shouldn't be unexpected since the stock's market cap has now soared to about $60 billion. What investors need to know now is whether the company is worth that valuation and whether the stock's meteoric rise will continue.Riding the AI boomSupermicro's rally comes as investors continue to see more and more companies reporting massive sales growth for AI-related equipment. Nvidia is perhaps the most well-known beneficiary of the AI boom, but even Dell Technologies' shares surged more than 30% last week after it reported robust demand for its AI servers. Supermicro shares have been riding that same AI demand wave.But Supermicro's valuation only makes sense if its sales and profits are set to continue soaring higher. As demand for computing power for AI applications grows, sales of Supermicro's server solutions should also grow. In fact, sales soared by more than 70% over the last two sequential quarterly periods. The company sees its net sales continuing to increase in the current quarter, though not as quickly.But it's not just about sales. And profits aren't going to grow as fast as they have for Nvidia. Supermicro's gross profit margin averaged just 16% over the last six months. By comparison, Nvidia's is nearly 5 times that.The frenzy to own anything AI has driven Supermicro stock to such lofty heights more than the business itself. At some point investors are likely to take profits and reprice Supermicro stock lower.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":7,"commentSize":2,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.0","shortVersion":"4.24.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2417122362"}