$SUPER MICRO COMPUTER INC(SMCI)$ Supermicro is anticipated to release its first-quarter 2025 earnings report by the end of October. Before the earnings release, we can expect the company to file its 10-K form even though the company delayed it to Nov 27. Based on current trends, there are no significant changes anticipated in Supermicro's fiscal year 2024 financials.

The company's fundamentals remain strong, driven by the high demand for NVIDIA's Blackwell chips, which will bolster Supermicro's data center servers. Additionally, Supermicro's partnerships with AMD and Intel, as well as its recent collaboration with Fujitsu to develop data center servers for ARM infrastructure AI high-performance chips, position the company for continued growth.

To meet the increasing demand, Supermicro is expanding three more facilities to enhance production capacity. Given these positive developments, it is reasonable to project a potential price target of $200 for Supermicro's stock.

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