SMCISuper Micro

Ranked by relevance and recency.

• 🔥🔥🔥#1Impact3.14%bullishDirectSuper Micro's Vera Rubin Shipments Put Its AI Infrastructure Advantage to the Test13d ago

  As the story's focus, a smooth Vera Rubin ramp would sustain its rapid AI-server revenue growth (+122.7% YoY last quarter), but thin 10.8% gross margin and execution risk cap the upside.

  Impact chain →

  Also named: DELL · HPE · NVDA · VRT

• 🔥🔥#2Impact1.07%bullish2nd-orderNvidia Stock Can Surge on Trump's China Talks. Why They Are Crucial.17d ago

  As a key integrator of Nvidia GPU servers, a reopened China market would bring incremental system orders

  Impact chain →

  Also named: NVDA · AMD · 2330.TW · 688256.SH · 688041.SH · DELL

• 🔥#3Impact1.06%bearish2nd-orderMemory chips have come to rule the AI boom. Why Micron's reign could be here to stay.30d ago

  Memory represents a growing share of server BOM cost, and its thin-margin model is highly sensitive to price increases

  Impact chain →

  Also named: MU · 000660.KS · 005930.KS · WDC · DELL · AAPL

• #4Impact0.83%bullishDirectHewlett Packard Enterprise and Dell Surge 11% as Oracle's Capex Guidance Lifts AI Server Demand, Super Micro Climbs 7%27d ago

  Highest AI-server revenue concentration among peers, most sensitive to hyperscaler capex shifts, though today's 7% move already prices in much of the news

  Impact chain →

  Also named: DELL · HPE · VRT · ORCL · MSFT · AMZN

• #5Impact0.77%bullish2nd-orderAnthropic strikes $35 billion cloud deal with Nvidia-backed Lambda37d ago

  Cloud expansion needs GPU server racks, positioning Super Micro to supply Lambda's deployment.

  Impact chain →

  Also named: NVDA · MU · AMD · P-LAMB · P-ANTH · CRWV

• #6Impact0.74%bullishDirectSMCI 10-K — Annual report38d ago

  $39.1B revenue and +122.7% quarterly growth validate red-hot AI-server orders, but the thin 10.8% margin and already-priced-in growth limit upside

  Impact chain →

  Also named: DELL · HPE · NVDA · VRT

• #7Impact0.65%bearish2nd-orderWhy Micron Stock Just Popped34d ago

  AI servers are DRAM/HBM-intensive, so rising memory costs directly squeeze Super Micro's hardware gross margins.

  Impact chain →

  Also named: MU · 000660.KS · 005930.KS · WDC · DELL · HPQ

• #8Impact0.6%bullish2nd-orderOracle's $638 Billion Backlog Meets Its Balance Sheet on Thursday30d ago

  As a server systems integrator, Oracle's datacenter buildout directly drives incremental server orders for Supermicro

  Impact chain →

  Also named: ORCL · MSFT · GOOGL · SAP · NVDA · AMD

• #9Impact0.6%bullish2nd-orderIs the Memory Supercycle Peak Near for Micron and SK Hynix?36d ago

  A peak and subsequent decline in memory costs would ease Supermicro's server bill-of-materials cost pressure

  Impact chain →

  Also named: MU · SKHY · 005930.KS · WDC · DELL · AMAT

• #10Impact0.58%bearish2nd-orderMicron's Insane Productivity Explosion: Revenue Per Employee Doubled to $1.7 Million in Just 9 Months37d ago

  Rising DRAM/HBM costs pressure its already thin server hardware gross margins

  Impact chain →

  Also named: MU · 000660.KS · 005930.KS · WDC · STX · DELL