$SUPER MICRO COMPUTER INC(SMCI)$ The market is still sleeping on this one, in my view.
Supermicro sits at the center of the AI infrastructure buildout, with exposure to some of the biggest names in compute — NVDA, AMD, MSFT, xAI, CSCO, and more.
The bull case is getting harder to ignore: explosive AI infrastructure demand, massive revenue scale, deep hyperscaler and AI ecosystem relationships, liquid-cooling leadership for next-gen racks, the FY2026 10-K now filed and removing another major overhang, and a valuation that still looks discounted versus what the growth opportunity could justify.
The bears keep trading the headlines. I'm watching the business.
If SMCI keeps executing and Wall Street eventually gives it a valuation closer to other AI infrastructure leaders, today's price could look ridiculously cheap in hindsight.
I'm not looking for $2–$3. I'm looking for the re-rating.
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