Despite all the theoretical walls that generative AI is supposed to hit, the industry keeps pumping out increasingly performant models at a shocking pace. The latest systems, exemplified by OpenAI’s newly released o3 and o4‑mini reasoning AIs , are once again"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications. I ha ...

Sometimes, when a stock falls on hard times, investors sell and forget about it. But in the case of AI server specialist Super Micro Computer (SMCI -1.19%), these naysayers could be missing out on a big resurgence.Most investors came to know Super Micro as one of the biggest artificial intelligence winners, at least through the first half of last year. That's before short-selling firm Hindenburg released an August 2024 report on the company accusing it of accounting manipulation, followed by Super Micro's a ...

Core Viewpoint - The article emphasizes the importance of conducting thorough due diligence before making investment decisions, highlighting that past performance does not guarantee future results [2][3]. Group 1 - The content is based on personal thoughts and research, indicating that it is not financial or investment advice [2][3]. - The article mentions that the author has no business or personal relationship with any company mentioned, ensuring an unbiased perspective [2][3]. - It is noted that all investments in the market face risks, including the potential to lose the entire investment [2][3]. Group 2 - The article clarifies that the views expressed may not reflect those of the platform as a whole, indicating a diversity of opinions among contributors [3]. - It highlights that the analysts contributing to the platform may not be licensed or certified, which could affect the reliability of the information provided [3].

Group 1 - The core focus of the article is on Super Micro Computer (SMCI), a company involved in designing and manufacturing AI servers that are integral to the ongoing AI revolution in technology [1] - The discussion includes an overview of the company's business model, highlighting its role in the AI sector and the demand for its products [1] - The article also addresses the company's growth potential and associated risks, providing insights into its market performance and future outlook [1]

Added to the Zacks Rank #1 (Strong Buy) list this week, Super Micro Computer’s (SMCI)  stock has become compelling among the tech sector as it looks to move past investigations into its accounting practices.Furthermore, Super Micro’s artificial intelligence initiatives are reassuring and have led to sprawling sales growth that is acknowledged even amid probes by the Department of Justice (DOJ). Super Micro’s AI Expansion  Having a strategic partnership with Nvidia (NVDA) , Super Micro offers various AI solu ...

Super Micro Computer, Inc. (NASDAQ: SMCI ) is fast emerging as a pivotal player in the rapidly growing AI infrastructure space. With a market cap of $20 billion, and as a provider of high-performance server and storage solutions, the company is positioned to growI specialize in analyzing individual stocks. With a strong educational background in both finance and economics, I’ve developed a deep fascination with the stock market and the potential it offers to investors at all levels. I keep a close watch on ...

Core Viewpoint - Super Micro Computer (Supermicro) and BigBear.ai represent two distinct investment opportunities in the AI market, with Supermicro showing more potential for recovery compared to BigBear.ai Group 1: Super Micro Computer (Supermicro) - Supermicro has established an early-mover advantage in the dedicated AI server market with its liquid-cooled systems and maintains a strong relationship with Nvidia for high-end data center GPUs [3] - The company experienced significant revenue growth, with a 46% increase in fiscal 2022, 37% in 2023, and an impressive 110% in 2024 [4] - Despite facing serious challenges, including accusations of inflating revenues and losing its auditor, Supermicro's stock rebounded after hiring a new auditor and filing its overdue 10-K [5][6] - Revenue more than doubled year-over-year in the first half of fiscal 2025, with anticipated growth of 74%-101% for the full year, and analysts expect a compound annual growth rate (CAGR) of 38% for revenue and 22% for EPS from fiscal 2024 to 2027 [7] - The stock trades at just 10 times next year's earnings, indicating it may be undervalued relative to its growth potential [7][14] Group 2: BigBear.ai - BigBear.ai has struggled to meet its growth targets, with revenue only reaching $146 million in 2021 and $158 million in 2024, far below its initial projections [9] - The company has faced significant challenges, including competition from larger AI firms and the bankruptcy of its top customer, Virgin Orbit, leading to a net loss that more than doubled from $124 million in 2021 to $257 million in 2024 [10] - BigBear.ai is on its third CEO since going public and has delayed its 10-K filing to restate financial statements, which has caused concern among investors [10] - Analysts expect BigBear.ai's revenue to grow at a CAGR of 10% from 2024 to 2026, but with a market cap of $820 million, it is not considered cheap at 4 times next year's sales [13] Group 3: Investment Comparison - Supermicro has resolved its most pressing issues and appears to be a better investment opportunity in the AI market compared to BigBear.ai, which has yet to prove the sustainability of its business model [14][15] - The escalating trade war poses a risk to Supermicro's near-term sales and margins, but it still shows more promise than BigBear.ai [8][14]

Group 1 - The core focus of JR Research is on identifying attractive risk/reward opportunities that can generate alpha above the S&P 500 through robust price action [1][2] - The investment strategy emphasizes growth investing, combining price action analysis with fundamental investing while avoiding overhyped stocks [2] - JR Research runs the Ultimate Growth Investing group, which specializes in high-potential opportunities across various sectors with a 18 to 24 month outlook for investment theses [3] Group 2 - The group targets growth stocks with strong fundamentals, buying momentum, and turnaround plays at attractive valuations [3] - The investment approach capitalizes on battered stocks that have significant upside recovery potential [2] - JR Research has been recognized as a top analyst for technology, software, and internet sectors, indicating a strong track record in identifying growth opportunities [1]

Yiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-potential winners before they break out, focusing on asymmetric opportunities (with at least upside potential of 2-3X outweighing the downside ...

Super Micro Computer (SMCI 15.55%), better known as just Supermicro, has been one of the more volatile artificial intelligence (AI) stocks to own over the past few years. Since 2023, it has risen by 300%, and that's even after giving up some significant gains in the second half of 2024 over concerns about its financial reporting and problems with its auditor.With those issues seemingly resolved now and Supermicro's stock trading at a reduced valuation, is the stock a rally candidate going forward? Could the ...