Why Super Micro Computer Bounced Back 6% on Monday

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Why Super Micro Computer Bounced Back 6% on Monday

Motley Fool08-13

Worries over Nvidia's Blackwell chip delays were allayed over the weekend.Additionally, this weekend's Wall Street Journal featured an article on the need for direct liquid cooling solutions for ...

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Nase
·08-13
Just short cover
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href=https://www.fool.com/investing/2024/08/12/why-super-micro-computer-is-bouncing-back-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Worries over Nvidia's Blackwell chip delays were allayed over the weekend.Additionally, this weekend's Wall Street Journal featured an article on the need for direct liquid cooling solutions for ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/08/12/why-super-micro-computer-is-bouncing-back-today/\">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":"LU0077335932.USD","symbol_name":"FIDELITY AMERICAN GROWTH \"A\" 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Acc","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4543":"AI","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC"},"translate_title":"为什么超微计算机周一反弹6%","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SMCI":1},"content_text":"Worries over Nvidia's Blackwell chip delays were allayed over the weekend.Additionally, this weekend's Wall Street Journal featured an article on the need for direct liquid cooling solutions for upcoming Blackwell servers.Supermicro noted massive demand for its DLC servers on last week's earnings call.Shares of artificial intelligence (AI) server specialist Super Micro Computer rallied 6.33% on Monday.The server maker plunged last week after the company's fiscal fourth-quarter earnings report, which showed booming revenue growth but also a decline in margins. But after last week's drubbing, along with the recent sell-off in AI-related stocks, Supermicro and other AI names are bouncing back strongly today.Aiding the bounce was a weekend Wall Street Journal article featuring the company's new direct liquid cooling (DLC) products.Liquid cooling could heat up SMCI's growthOn the Aug. 6 earnings report, Supermicro actually forecast near-100% revenue growth for the year ahead, which was well above analyst expectations, but for a near-term decline in margins. Management attributed this to expedited shipping costs for direct liquid cooling components, due to excess near-term demand for these solutions.Still, having so much demand that you need to pay for faster component delivery isn't the worst problem to have. Supermicro management also forecast for its margins to rise throughout the next 12 months.This weekend's Wall Street Journal featured a piece on direct liquid cooling (DLC) technology. The article discussed Nvidia's upcoming Blackwell chip, which when put into a GB200 server will need to be liquid-cooled.Two weeks ago, The Information reported that Blackwell would be delayed, due to a design flaw discovered late in the process. However, various analysts weighed in over the weekend, saying worries about the delay were overblown. UBS analyst Tim Arcuri reaffirmed his $150 price target on Nvidia, while saying the pushout would only be four to six weeks at most, leading only to a slight decline in his earnings-per-share projections for this year.If that's the case, then there should be ample demand for DLC solutions over the next 12 months, given that GB200 servers require it. So, a brief delay wouldn't likely affect Supermicro's strong outlook.Also encouraging for Supermicro specifically was the WSJ article noting some problems in DLC testing pertaining to leaks and other issues at some of Supermicro's Asian competitors, including Hon Hai Precision Industry, also known as Foxconn, as well as two other unnamed suppliers. People familiar with the matter said recent social media rumors around leaks and failures could be attributed to normal issues that come up in regular product testing.Yet on last week's conference call, Supermicro CEO Charles Liang noted Supermicro had already shipped 1,000 liquid-cooled racks in both June and July, likely for Nvidia H100 and H200 servers, accounting for at least 15% of all global server deployments during those months. Liang also estimated Supermicro accounted for at least 70% to 80% of all DLC servers shipping today.So, Supermicro is apparently first to market with working DLC solutions. And if Blackwell is only delayed by a few weeks, that could be a good combination for SMCI's stock.AI investment seems set to continueThe recent sell-off no doubt has investors jittery, but there really isn't any evidence that AI investment is slowing down. If anything, big tech companies said this earnings season they would continue to increase AI investment this year and next. So as long there isn't a severe recession, the recent pullback could be an opportunity to pick up AI winners like Supermicro on the cheap.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"movement","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":338053045555200,"gmtCreate":1723551496024,"gmtModify":1723551500112,"author":{"id":"4099451016804780","authorId":"4099451016804780","name":"Nase","avatar":"https://community-static.tradeup.com/news/75fd46c54802015fad711baba153fe17","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":6,"crmLevelSwitch":0,"idStr":"4099451016804780","authorIdStr":"4099451016804780"},"htmlText":"Just short cover&nbsp;","listText":"Just short cover&nbsp;","text":"Just short cover","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338053045555200","repostId":2459589159,"repostType":2,"repost":{"id":"2459589159","pubTimestamp":1723518900,"share":"https://ttm.financial/m/news/2459589159?lang=&edition=fundamental","pubTime":"2024-08-13 11:15","market":"us","language":"en","title":"Why Super Micro Computer Bounced Back 6% on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=2459589159","media":"Motley Fool","summary":"After last week's post-earnings sell-off, news around liquid cooling demand is helping the stock to bounce back strongly today.","content":"<html><head></head><body><ul style=\"\"><li><p>Worries over Nvidia&#39;s Blackwell chip delays were allayed over the weekend.</p></li><li><p>Additionally, this weekend&#39;s Wall Street Journal featured an article on the need for direct liquid cooling solutions for upcoming Blackwell servers.</p></li><li><p>Supermicro noted massive demand for its DLC servers on last week&#39;s earnings call.</p></li></ul><p>Shares of artificial intelligence (AI) server specialist <a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer</a> rallied 6.33% on Monday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/49274b0265cbb6d0d41457101d2d9d47\" tg-width=\"850\" tg-height=\"622\"/></p><p>The server maker plunged last week after the company&#39;s fiscal fourth-quarter earnings report, which showed booming revenue growth but also a decline in margins. But after last week&#39;s drubbing, along with the recent sell-off in AI-related stocks, Supermicro and other AI names are bouncing back strongly today.</p><p>Aiding the bounce was a weekend <em>Wall Street Journal</em> article featuring the company&#39;s new direct liquid cooling (DLC) products.</p><h2 id=\"id_941365780\">Liquid cooling could heat up SMCI&#39;s growth</h2><p>On the Aug. 6 earnings report, Supermicro actually forecast near-100% revenue growth for the year ahead, which was well above analyst expectations, but for a near-term decline in margins. Management attributed this to expedited shipping costs for direct liquid cooling components, due to excess near-term demand for these solutions.</p><p>Still, having so much demand that you need to pay for faster component delivery isn&#39;t the worst problem to have. Supermicro management also forecast for its margins to rise throughout the next 12 months.</p><p>This weekend&#39;s <em>Wall Street Journal</em> featured a piece on direct liquid cooling (DLC) technology. The article discussed <strong>Nvidia</strong>&#39;s upcoming Blackwell chip, which when put into a GB200 server will need to be liquid-cooled.</p><p>Two weeks ago, The Information reported that Blackwell would be delayed, due to a design flaw discovered late in the process. However, various analysts weighed in over the weekend, saying worries about the delay were overblown. <strong>UBS</strong> analyst Tim Arcuri reaffirmed his $150 price target on Nvidia, while saying the pushout would only be four to six weeks at most, leading only to a slight decline in his earnings-per-share projections for this year.</p><p>If that&#39;s the case, then there should be ample demand for DLC solutions over the next 12 months, given that GB200 servers require it. So, a brief delay wouldn&#39;t likely affect Supermicro&#39;s strong outlook.</p><p>Also encouraging for Supermicro specifically was the <em>WSJ</em> article noting some problems in DLC testing pertaining to leaks and other issues at some of Supermicro&#39;s Asian competitors, including <strong>Hon Hai Precision Industry</strong>, also known as Foxconn, as well as two other unnamed suppliers. People familiar with the matter said recent social media rumors around leaks and failures could be attributed to normal issues that come up in regular product testing.</p><p>Yet on last week&#39;s conference call, Supermicro CEO Charles Liang noted Supermicro had already shipped 1,000 liquid-cooled racks in both June and July, likely for Nvidia H100 and H200 servers, accounting for at least 15% of all global server deployments during those months. Liang also estimated Supermicro accounted for at least 70% to 80% of all DLC servers shipping today.</p><p>So, Supermicro is apparently first to market with working DLC solutions. And if Blackwell is only delayed by a few weeks, that could be a good combination for SMCI&#39;s stock.</p><h2 id=\"id_268335031\">AI investment seems set to continue</h2><p>The recent sell-off no doubt has investors jittery, but there really isn&#39;t any evidence that AI investment is slowing down. If anything, big tech companies said this earnings season they would continue to increase AI investment this year and next. So as long there isn&#39;t a severe recession, the recent pullback could be an opportunity to pick up AI winners like Supermicro on the cheap.</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>Why Super Micro Computer Bounced Back 6% on Monday</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\">\nWhy Super Micro Computer Bounced Back 6% on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-13 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/08/12/why-super-micro-computer-is-bouncing-back-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Worries over Nvidia's Blackwell chip delays were allayed over the weekend.Additionally, this weekend's Wall Street Journal featured an article on the need for direct liquid cooling solutions for ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/08/12/why-super-micro-computer-is-bouncing-back-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SMCI":"超微电脑","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0056508442.USD":"贝莱德世界科技基金A2","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4587":"ChatGPT概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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But after last week's drubbing, along with the recent sell-off in AI-related stocks, Supermicro and other AI names are bouncing back strongly today.Aiding the bounce was a weekend Wall Street Journal article featuring the company's new direct liquid cooling (DLC) products.Liquid cooling could heat up SMCI's growthOn the Aug. 6 earnings report, Supermicro actually forecast near-100% revenue growth for the year ahead, which was well above analyst expectations, but for a near-term decline in margins. Management attributed this to expedited shipping costs for direct liquid cooling components, due to excess near-term demand for these solutions.Still, having so much demand that you need to pay for faster component delivery isn't the worst problem to have. Supermicro management also forecast for its margins to rise throughout the next 12 months.This weekend's Wall Street Journal featured a piece on direct liquid cooling (DLC) technology. The article discussed Nvidia's upcoming Blackwell chip, which when put into a GB200 server will need to be liquid-cooled.Two weeks ago, The Information reported that Blackwell would be delayed, due to a design flaw discovered late in the process. However, various analysts weighed in over the weekend, saying worries about the delay were overblown. UBS analyst Tim Arcuri reaffirmed his $150 price target on Nvidia, while saying the pushout would only be four to six weeks at most, leading only to a slight decline in his earnings-per-share projections for this year.If that's the case, then there should be ample demand for DLC solutions over the next 12 months, given that GB200 servers require it. So, a brief delay wouldn't likely affect Supermicro's strong outlook.Also encouraging for Supermicro specifically was the WSJ article noting some problems in DLC testing pertaining to leaks and other issues at some of Supermicro's Asian competitors, including Hon Hai Precision Industry, also known as Foxconn, as well as two other unnamed suppliers. People familiar with the matter said recent social media rumors around leaks and failures could be attributed to normal issues that come up in regular product testing.Yet on last week's conference call, Supermicro CEO Charles Liang noted Supermicro had already shipped 1,000 liquid-cooled racks in both June and July, likely for Nvidia H100 and H200 servers, accounting for at least 15% of all global server deployments during those months. Liang also estimated Supermicro accounted for at least 70% to 80% of all DLC servers shipping today.So, Supermicro is apparently first to market with working DLC solutions. And if Blackwell is only delayed by a few weeks, that could be a good combination for SMCI's stock.AI investment seems set to continueThe recent sell-off no doubt has investors jittery, but there really isn't any evidence that AI investment is slowing down. If anything, big tech companies said this earnings season they would continue to increase AI investment this year and next. So as long there isn't a severe recession, the recent pullback could be an opportunity to pick up AI winners like Supermicro on the cheap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":9,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}