Should I Buy Super Micro (SMCI)? Finance YouTuber Analysis

The YouTuber previously closed out their position in SMCI due to its volatility and recent negative news, including a broader data center sell-off and reports of an investigation into illegal exports. While acknowledging it's still undervalued and suitable for covered calls, they advise against holding it for investors unwilling to ride out significant price swings.

“All this has become nothing new for SMCI, which is why I warned investors and started closing up my position in the mid40s last month. Now, these shares are still strongly undervalued and make for a good covered call positions, but only for investors willing to ride out that roller coaster.”

The YouTuber is closing out his long-held position in Super Micro Computer due to the stock's volatility and stress, despite acknowledging its continued undervaluation and critical role in AI data center servers. He believes new investors can still find returns but must be prepared for significant price swings.

“For myself, I'm starting to close out my position over the rest of this year. It's still a cheap stock, but I'm already on cholesterol medication, and I don't need to be on heart meds as well, so just don't need the stress that comes with it.”

The YouTuber recommends buying Super Micro Computer, highlighting its recent earnings beat driven by improved profitability despite a revenue miss. He emphasizes the company's strong position as a leading server provider for AI data centers and its significant revenue growth. Despite past management issues and volatility, he believes the stock is undervalued compared to peers when adjusting for growth and could reach $56.

“I think you're going to find that SMCI, even after today's big run, is still a very good deal.”

The YouTuber recommends Super Micro Computer as a critical infrastructure stock in the AI building phase, following the semiconductor supply chain. He emphasizes the ongoing demand for compute capacity to run AI models and the massive spending in AI infrastructure, noting its recovery from a recent crash.

“That's names like Nvidia took her NVDA, Advanced Micro Devices AMD, Broadcom AVGO, Marvel Technologies, MRVL, Taiwan Semiconductor took her TSM, and yes, even Super Micro computer took our SMCI, which is now up 38% from its March crash and approaching that $30 a share once again.”

The YouTuber advises holding Super Micro Computer, despite its volatility, believing it is significantly undervalued. He emphasizes the company's strong position in AI server and infrastructure building, citing 88% sales growth estimates and recent product innovations that accelerate data center deployment. He also suggests using covered calls to manage risk and capitalize on volatility.

“I'm going to continue to hold my shares and still believe SMCI is significantly undervalued.”

The YouTuber maintains a positive outlook on Super Micro Computer, stating that despite management issues, the company makes the best AI-enabled servers and is a major beneficiary of AI spending. He highlights strong expected sales and earnings growth, with the stock trading at a significant discount to historical valuations, making it attractive for patient investors.

“At a valuation of just .5 time sales and less than 10 times expected earnings, a discount even lower than when the company was at risk of being delisted. This stock will reward patient investors.”

The YouTuber recommends holding Super Micro Computer despite recent management issues and a stock crash, citing its strong position as a top server maker in the booming AI data center market. He highlights expected revenue growth of 88%, improving profitability from higher-margin solutions like DCBS, and a current valuation of 0.3 times price-to-revenue and 9 times price-to-earnings, which is significantly below its historical averages.

“But the fact remains that this is still the top server maker in a market that is booming on that AI data center buildout.”

The YouTuber recommends Super Micro Computer as the leader in AI servers, seeing its recent dip as a buying opportunity. He emphasizes its critical role in AI infrastructure, its significant market share in AI-enabled servers, and its strong revenue growth, which is three times the sector median. He acknowledges its low current profitability due to heavy reinvestment but expects a future pivot to higher earnings.

“Super microcomput ticker SMCI up 683% over the last 5 years. Yes, it has been a roller coaster over the last couple years. It is down now right around $30 per share. a great value opportunity, great opportunity to buy the dip in this stock, but this stock is the leader in AI servers.”

The YouTuber expresses high conviction in Super Micro Computer, stating its valuation and opportunity make it one of the best deals of the year. He argues that the strong performance and increased guidance from Oracle and Nebius, who are building AI data centers, directly benefit SMCI as the market leader in AI servers (controlling 22% of the market). He highlights the massive spending by hyperscalers on AI infrastructure and SMCI's affirmed target of $40 billion+ revenue this year, representing 87% growth.

“I continue to believe that the valuation and the opportunity on this one is going to be one of your best deals of the year.”

The YouTuber recommends Super Microcomputer despite its volatility, seeing it as undervalued. He points to its role as a server manufacturer for AI data centers, expecting 87% revenue growth this year. He believes that even with current lower earnings growth due to R&D spending, any future cost management or price increases could lead to an explosion in earnings and share price appreciation.

“But I do believe it's going to be back up to $40, $50 a share over this next year. going to be one of the best return stocks you're going to have because if you look at here it is it is the server manufacturer for those AI data centers $2.5 trillion dollars going into those that data center buildout over the next couple of years here and SMCI is going to get a big share of that here you see 87% revenue growth expected this year to $41 billion that was just confirmed by the company just over the last couple of weeks when it reported earnings”

Joseph Hogue likes Super Micro Computer as a market leader in high-performance servers, holding 22% of the AI server market and aiming for a third. He notes the massive AI infrastructure spending and SMCI's role in providing servers for Nvidia's GPUs. Despite expected 8% earnings growth this year, he sees its 88% revenue growth and market control as indicators of future profitability, trading at a 'dirt cheap' 13 times this year's earnings.

“Now all the GPUs from Nvidia have to go into a server and SMCI is going to be there for that lion share of that spending. Now, of course, profitability is the big boogeyman here with earnings only expected 8% higher this year.”

The YouTuber expresses high conviction in Super Micro Computer, citing its 22% market share in high-performance AI servers, a market expected to grow 34% annually. He highlights the company's 87% revenue growth expectation for the current year and a recent 41% earnings beat, which he believes signals an inflection point for profits. He also points to its low valuation at 0.44 times 2026 expected sales and 13 times this year's earnings.

“There are still a lot of bears here with 20% of the stock sold short. investors trying to push this stock lower, but the numbers just don't lie. And shares will be back up to $50 and $60 each over the next year.”

The YouTuber strongly recommends Super Microcomputer, citing its 87% revenue growth and extremely low valuation (0.77x price-to-sales). He believes the current low operating margin (4.4%) is temporary as the company focuses on market share, expecting profitability to rise significantly as it expands into higher-margin data center services and eventually raises prices.

“How do you get a stock growing its revenue at 87% a year and trading at a price to sales of just.77 times?”

The YouTuber expresses high conviction in Super Micro Computer, citing its recent earnings report with 120% revenue growth and an upgraded full-year sales forecast to $40 billion. He emphasizes the company's increasing market share in AI servers (22% to 33%) and believes the strong results give the stock 'permission to go higher' despite past volatility and bearish sentiment.

“The company is taking that server market share, okay, those servers that have to be have to be there in those data centers to hold all those Nvidia and AMD GPUs. SMCI owns 22% upwards of a third of that server AI server market share. They are taking more. They are proving those bears wrong and they are giving investors permission to buy the stock and send it back up.”

SMCI is a 'no-brainer' buy due to its critical role in the AI data center buildout, controlling 22% of the high-performance server market. Despite flat earnings this year due to aggressive spending and price reductions for market share, revenue is growing rapidly (65% this year, 82% this quarter), and profitability is expected to rebound. The stock is significantly undervalued at 0.5x price-to-sales, with a potential for a short squeeze.

“And the final piece here that makes it a no-brainer for me is its valuation. At a market cap of $18 billion, an expected revenue of 36 billion this year, which management has repeatedly confirmed, the stock trades for just.5 times on a priceto sales basis.”

The YouTuber expresses high conviction in Super Micro Computer (SMCI), expecting a significant upside from its upcoming earnings report. He highlights SMCI's 22% market share in high-performance AI servers, essential for data centers. Recent capital expenditure announcements from Meta Platforms and Microsoft suggest strong demand for AI infrastructure. Despite a focus on market share over immediate earnings, future earnings growth is expected to turn it into a value stock. An average analyst price target of $44 suggests 41% upside.

“I think there's a big upside coming for this stock when it reports its earnings just based off recent news from Meta Platforms from Microsoft.”

Joseph recommends Super Micro, calling it a 'no-brainer' if one believes in the AI theme, as it's a leader in the AI server space with 22-30% market share. He highlights its insane revenue growth (63-65% this year) and its deep value on a price-to-sales basis (0.4-0.5x expected sales), despite current profitability concerns. He views the profitability sacrifice as a necessary investment for growth and market share, similar to Amazon's early days, and notes that recent sell ratings create buying opportunities.

“If you do believe that the AI theme is going to keep going, then Super Micro is just a no-brainer.”

The YouTuber maintains a bullish stance on Super Micro Computer, despite a reduced price target from Goldman Sachs, citing 65% revenue growth and a potentially very positive upcoming quarterly report. They express high conviction that the stock will reach above $45 this year for patient investors.

“But if you have the patience, folks, this one is going to be above $45 this year and will make you money.”

The analyst is buying SMCI on recent dips, arguing it's in deep value territory despite Goldman Sachs' sell rating. He highlights SMCI's dominant market share in AI servers, exceptional revenue growth (65% this year), and expected earnings growth next year, which he believes will overcome current profitability concerns and drive the stock significantly higher.

“I'm still holding this position and in fact buying more on yesterday's dip of 5%. why I think you have a 50 60 80% return potential over the next year on this.”

The YouTuber is buying Super Micro Computer for exposure to the AI supply chain, specifically its role in servers. This aligns with the AI growth theme, which is expected to continue driving market returns.

“These are companies like Broadcom to AVGO and Marll took her MRVL in accelerators. Micron took her MU in memory. Nvidia, NVDA, and AMD in GPUs. And then Super Micromputer took her SMCI in servers.”

The YouTuber is holding his shares of Super Micro Computer despite flat per-share profits due to price competition. He notes strong revenue growth expectations for 2026 and 2027 and believes the stock is in deep value territory at 0.5 times price-to-sales, expecting it to rebound to $40-$50 soon. The upcoming February earnings report is seen as a potential upside catalyst.

“I'm holding on to my 26,000 shares and the February earnings report could be a strong upside catalyst. ...this stock is still in deep value territory at just 0.5 times on a price to sales basis and should be back over 40 or $50 a share very soon.”

The YouTuber expresses high confidence in Super Microcomputer, noting its leadership in AI services and projected high double-digit revenue growth to $44 billion over the next two years. He argues the stock is in 'deep value territory' at 0.4 times price-to-sales on 2027 forecasted revenue, suggesting it could triple and still not be expensive.

“The stock has been crushed, down 48% since early October. But the company is the leader in AI services and expected to post high double-digit revenue growth to 44 billion over the next 2 years.”

The YouTuber is buying more Super Micro Computer shares, calling it a 'pure play AI stock' and a 'roller coaster' for investors. He emphasizes its leadership in AI server racks with a 22% market share (aiming for 30%) and increased revenue outlook of $36 billion this year (65% growth). He notes its 'ridiculously cheap' valuation at 0.53 times this year's sales forecast, significantly below its historical average.

“SMCI is the leader in AI server racks with 22% market share and aiming for 30% of that space. The company increased its revenue outlook in the November earnings report to $36 billion this year, growth of 65% from last. It is the pure play AI stock and is trading at ridiculously cheap levels.”

Super Micro Computer is the analyst's top AI stock pick, despite its volatility, due to its critical role in server manufacturing for AI data centers. The company is projected to achieve 65% revenue growth this year and 50% earnings growth next year, yet trades at an exceptionally low 1x price-to-sales ratio, indicating significant undervaluation compared to its historical multiples and peers. The analyst projects a price target of $96 per share.

“Here in the forecast for SMCI, we start to see why this is my favorite AI stock. Growth 65% expected to 36 billion for this year's sales up to 36.2 billion for sales that was just reaffirmed by the company over the last earnings report. Now trading at just one times price to sales.”

The YouTuber is buying Super Micro Computer (SMCI) heavily, calling it his favorite stock. Despite a recent 30% drop, the company beat revenue and increased its outlook, projecting 65% revenue growth this year. He highlights SMCI's dominant 22% market share in AI servers and its extremely cheap valuation at a 0.99 price-to-sales ratio, forecasting a 157% return to $84 within the next year based on a conservative 1.4x price-to-sales multiple on projected sales.

“And you know, my favorite stock in that AI theme, shares of Super Microcomput, ticker SMCI, getting blasted over the last month, down more than 30% on its earnings.”

The analyst is buying Super Micro Computer, a pure-play AI stock dominating the AI server space with a 22% market share. The stock has crashed 46% since early October, putting it in deep value territory with expectations for 65% revenue growth this year.

“Back in that AI theme though, few stocks are as pure play in the group as super microcomput ticker SMCI dominating the AI server space with 22% share of that market. The stock has crashed 46% since early October and is in deep value territory on expectations for 65% revenue growth this year to 36 billion.”

The YouTuber views Super Micro Computer as a pure-play on the AI theme, noting he added to his position when shares dipped below $35. He believes the stock could double and still be a good deal, citing the massive and sustained demand for AI infrastructure and data center build-out, which will continue to boost revenue for companies like SMCI.

“Shares of Super Microcomput ticker SMCI and I took advantage of that dip below $35 to add to my position. This is the pure play stock on the AI theme and could be twice this much and would still be a good deal.”

The YouTuber is buying Super Micro Computer, viewing the recent earnings reaction as an overblown sell-off. He argues that despite competition impacting profitability, the company remains a leader in AI-enabled servers and a pure play on the AI theme. He highlights its current valuation at 0.65 times sales, growing sales by 65% annually, which is significantly lower than its historical price-to-sales ratio.

“This stock is now trading for a price of just 0.65 times its sales and growing those sales by 65% a year.”

The YouTuber identifies SMCI as his top pick in the AI theme, despite a recent downgrade in near-term revenue expectations due to customer delays, as the full-year revenue outlook was reaffirmed with a strong 46% growth pace. He highlights the company's expansion into data center development and its current valuation of 1.5 times price-to-sales as ridiculously cheap.

“SMCI continues to be my top pick in the AI theme. The shares up 44% on my average cost since last October and still ridiculously cheap here at just one and a half times on a price to sales valuation.”

The YouTuber is buying SMCI due to its leadership in server hardware, which is crucial for AI data centers. Despite a recent guidance update, the company reaffirmed its full-year revenue growth of 46%, and its valuation at 1.5 times price-to-sales is considered very attractive compared to its growth rate and peers.

“Shows you why I've got over $1.2 million invested in SMCI, why I think this is by far the best deal in artificial intelligence stocks and why I hold this stock.”

The YouTuber considers Super Micro Computer a 'channel favorite' in the AI theme, specifically for its role in providing server hardware for data centers. He notes a recent dip due to a cut in the current quarter outlook but highlights management's reaffirmation of the full-year sales outlook, suggesting the shortfall is a temporary delay.

“We have the channel favorite super micro computer ticker SMCI.”

Super Microcomputer is identified as the best deal in AI stocks, dominating the high-performance AI server market with a 22% share and projected $40 billion in sales next year. Despite past accounting manipulation accusations (now debunked), the stock remains cheap given its 34% annualized sales growth. The YouTuber holds a significant position and expects much higher prices as the AI infrastructure buildout continues.

“Super Microcomputer, ticker SMCI, are basically flat from our July video, but still the best deal in AI stocks. I've been buying since midl last year, building to a position of 20,000 shares, up 36% of for just over a quarter of a million profit, but holding on this one to much higher prices.”

The YouTuber is bullish on Super Microcomputer, noting its 14% pop last week as shorts were squeezed. The company benefits from continued spending on data center infrastructure, with its servers being a major component. Despite being up 72% this year on 45% sales growth, it trades at a low 1.5x price-to-sales valuation, making it one of the best deals in the AI theme.

“Shares of the AI focused server maker are up 72% this year on 45% sales growth and still one of the best deals in the theme trading at just 1.5 times on a price to sales valuation.”

The YouTuber sees Super Micro Computer as his highest conviction pick, having bought more shares when the stock dipped. He emphasizes its close partnership with Nvidia, its efficient liquid-cooled servers, and its significant market share in AI servers. He projects a 92% return based on a conservative price-to-sales multiple applied to next year's expected sales.

“Here investors in super microcomput ticker SMCI freaked out when the stock dropped to $40 recently, but I used it as an opportunity to buy more.”

The analyst continues to hold Super Micro Computer, citing its strong position in the AI data center boom and close integration with chipmakers like Nvidia. Despite short interest, the company is expected to grow sales significantly, and its current valuation is considered attractive, with a price target of at least $80.

“SMCI is one of the biggest beneficiaries of that AI data center boom expected to grow sales 45% this year to $32 billion at a $26 billion market cap. That is a price of just83 times this year of sales.”

The analyst strongly recommends SMCI, citing its significant market share growth in servers (from 3.5% to 22%) and immense sales growth forecasts (45% this year, 25% next). Despite recent profitability hits due to rising chip costs and competition, he argues its current price-to-sales ratio of 1.15 (or 0.75 on forward sales) is extremely undervalued compared to its growth and historical valuations, projecting a potential 54-88% return.

“This is what I'm talking about, folks. Doing this research, following through, knowing the big picture, that data center spending, who gets most of that data center spending, the servers and the SMCI getting most of that server market, and following it down into valuation.”

The YouTuber is buying Super Micro, viewing it as a leader in the AI growth theme at a good price despite a recent dip. They emphasize the company's dominant share in the accelerator market and custom server solutions, forecasting strong revenue growth and a low price-to-sales multiple compared to its growth rate.

“But if you look past that knee-jerk reaction and all the haters out there, you're going to see that this is still the leader in the growth theme at a ridiculously good price.”

The YouTuber maintains a bullish stance on Super Micro Computer, citing its significant market share growth in the server space (from 3.5% to 22% in four years) and its competitive advantage in AI server solutions. Despite recent dips due to perceived increased competition and slight margin compression, he views the stock as undervalued at 1.2 times price-to-sales compared to peers with similar growth. He plans to continue buying on dips, specifically when the stock is in the low $40s.

“I'm going to continue to buy anywhere near the low 40s for this stock.”

The YouTuber expresses high conviction in Super Micro Computer, having built a significant position since November. He states he did his research and continued buying despite the stock's previous crash and skepticism from other investors, believing it to be a 'diamond' among cheap stocks.

“And I knew I had that in shares of Super Micro computer, ticker SMCI, when I started buying last November at $18 a share.”

The analyst plans to buy more Supermicrocomputer shares following a 16-17% after-hours drop, despite missing revenue and earnings estimates. This miss is attributed to increased competition in the server space, but the company is still expected to achieve 35% revenue growth in the next fiscal year, driven by the $365 billion AI arms race. The current valuation at 0.94 times price-to-sales after the drop is considered a great deal, with potential for 30% upside if it returns to a 1.23 price-to-sales ratio.

“And I think it's going to be a great deal now at 0.94, even if it gets back over to, let's say it only gets back up to 1.23 price to sales here over the next year, 1.23 price to sales ratio valuation, that's divided by 0.94, where it's going to be after this big 17 % drop, that is a 30 % upside potential return right there.”

The YouTuber recommends buying SMCI on its 16% after-hours dip, viewing it as a buying opportunity in an overextended market. Despite missing revenue and earnings estimates, the company is a leader in AI-focused servers with a competitive advantage, and the overall AI spending trend (estimated at $365 billion) provides a strong long-term tailwind. The current price-to-sales ratio of 0.94 after the drop makes it an attractive valuation, with potential for a 30% upside if it returns to a 1.23 P/S ratio.

“I actually think I'm going to buy more shares on this.”

Supermicrocomputer is expected to significantly exceed its modest 11% sales growth forecast, with 48% growth expected this year and potential for $40 billion in 2026 sales. Despite its recent run, the stock remains inexpensive at 1.7 times price-to-sales, suggesting substantial upside.

“It's still not expensive at just 1.7 times on that price -to -sales basis. On that $30 billion in forecasted 2026 sales, and this same 1.7 times valuation, you're looking at an $82 share price for another 46 % upside. That's just over the next year.”

Super Micro Computer is presented as the YouTuber's largest holding and a strong buy, having grown revenue by 60% annually for three years and forecast for continued high growth. The company dominates the AI server market with specialized rack systems and cooling. Despite lower profitability, its growth makes it ridiculously cheap on a price-to-sales basis, with analysts underestimating its potential.

“Now, I've covered the stock constantly since last September sell-off, debunking the rumors and showing you why this is my largest holding.”

The YouTuber recommends Super Microcomputer, stating it has a "lock on the AI server growth theme" and is still trading at a steep discount to its fair value. They project significant revenue growth (47% this year to $22 billion, $30 billion next year) and a potential market cap of $50 billion, implying an $82 share price, which they consider a low target.

“Super Microcomputer, ticker SMCI, is still trading at a steep discount to its fair value. Folks, this is a company with a lock on the AI server growth theme and expected to grow revenue by 47% this year to $22 billion.”

The YouTuber is highly bullish on Super Microcomputer, having significantly increased his position after the company's convertible notes issue. He views the terms of the notes as highly favorable for SMCI, providing cash at 0% interest and a high conversion price. He emphasizes the company's dominance in the AI data center buildout, strong sales growth forecasts (48% this year, 34% next), and a 'ridiculously cheap' valuation of 1.4 times price-to-sales, making it the cheapest among 60 AI-related stocks he tracks.

“I read through the deal, though, and immediately rushed to buy another 1,500 shares at $42 each, bringing my total to 26,200 shares in just one account, by far my largest position.”

The YouTuber identifies SMCI as the 'best deal in AI right now' due to its 47% expected sales growth to $22 billion this year and a low price-to-sales ratio of 1.3x. He highlights its pure-play status in AI, dominating the market for compute-intensive servers needed for NVIDIA chips in data centers.

“But it doesn't get much better than super microcomputer tick tocker SMCI with its 47% sales growth expected this year to $22 billion and rock bottom price of just 1.3 time sales. By far the best deal in AI right now.”

The YouTuber strongly recommends SMCI, stating it dominates the AI server space and is ridiculously cheap at 1.3x price-to-sales despite rapid revenue growth (110% last year, 60% this year). He believes the stock could be three or four times higher and still be considered cheap, making it his highest conviction AI-related pick.

“Shares of SMCI could be three or four times where they are right now and would still be considered cheap. In fact, in my research of the 60 AI related stocks, shares of SMCI were by far the best deal on that growth adjusted basis, which is why I own over 24,000 shares worth more than a million dollars in my own portfolio.”

The YouTuber recommends Super Micro Computer as a key AI infrastructure play, noting that Wall Street hasn't fully connected the dots between Oracle's increased capital spending for data centers and the companies that will benefit. He expects these companies to see a spike in revenue as more data centers are built.

“But these are the very companies that are going to see revenue spike as more data centers go up. There are others in that data center buildout theme. I also like Huelet Packard Enterprise ticker HBE, but it's in those three names, ABGO, SMCI, and AET that I'm going to be buying the most.”

The YouTuber is buying SMCI, calling it the most undervalued AI stock. He highlights its role as a 'picks and shovels' play in the AI gold rush, specializing in custom AI servers with competitive advantages in speed to market and power efficiency. He notes its 110% revenue growth last year and projected 60% this year, suggesting it's set for a 10x return.

“SMCI specializes in custom AI servers. And its strength isn't in just performance, but in speed to market and power efficiency, crucial competitive advantages against other server makers like Dell and HPE.”

The YouTuber identifies Super Micro Computer as the best deal in AI stocks and his largest personal holding. SMCI dominates the market for performance-built servers customized for AI workloads, leading to a supernormal growth forecast of 47% this year. Despite past allegations, the stock trades at a 'fire sale' price, with only three other stocks among 60 trading under 1.5x price-to-sales, none with SMCI's growth.

“The fact the super micro computer, ticker SMCI, is the best deal in AI stocks shouldn't surprise you. It's why I own over 28,000 shares across three accounts and is my largest position by far.”

The analyst added to his position in SMCI, calling it the 'AI server king' with a significant share of the high-compute server market. He highlights its strong revenue growth expectations (47% this year) and extremely cheap valuation at 1.1 times last 12-month sales and 0.8 times next year's expected sales, suggesting shares should be double their current value.

“In my research of those 60 AI stocks I'm going to show you in next week's video, there is no other stock that even comes close to that kind of growth trading so cheaply. These shares should be double their current value or more over the next year.”

The YouTuber is holding his large position in Super Micro Computer despite a recent earnings downgrade. He believes the inventory buildup issue is being worked through and analysts still expect strong revenue growth for the full year. He sees the stock as undervalued at 0.99 times price-to-sales, expecting it to trade at 2x or more, and anticipates it will double in value over the next couple of years.

“Until then, I'll keep my money in SMCI and wait for it to double or more over the next couple of years.”

The analyst is holding SMCI, his largest position, believing it is still underestimated despite past accounting allegations being cleared. He argues that fears of a trade war impacting AI and server sales are overblown, and even with a conservative sales forecast, the company shows strong growth. He projects a significant upside based on future revenue potential and a reasonable price-to-sales multiple, expecting the stock to break $100 per share.

“Folks, we're past all the accounting allegations in SMCI. An independent audit cleared the company, and it's filed a late financials to stay listed on the NASDAQ. There are still a few short sellers holding out hope. But mostly, this stock is just trading on fears that that trade war is going to hit the AI market and server sales.”

The YouTuber strongly recommends Super Micro Computer (SMCI), his largest position, stating the recent sell-off has brought it into 'must buy territory.' He highlights its dominance in the data center server market, especially for high-performance AI hardware, and its current valuation at just 1x price-to-sales, less than half its past year's average, despite 37% annualized revenue growth. He projects a potential 384% return to $144 per share.

“My favorite of the group, a stock I believe has a nearly 5x potential on your money, shares a super micro computer, ticker SMCI.”

Super Micro Computer is considered too cheap to ignore despite its recent crash. Even with potential downgrades to sales forecasts, the company is expected to show significant sales growth and is trading at a very low price-to-sales valuation, presenting a rare opportunity for a growth stock.

“But even assuming $20 billion in sales, that is still 34% sales growth. And a stock trading at just one times on that price to sales valuation. Whether the market falls further or not, that is a rare opportunity to pick up a gross stock that cheap.”

The analyst notes strong support for SMCI around $40 a share and sees potential upside from the likely dropping of a DOJ investigation. The company is still considered cheap given its expected growth of 60% this year and 38% next, trading at a low price-to-sales valuation.

“I'm also watching shares of super microcomputer ticker smci has found strong support around $40 a share bouncing back above that level anytime it's fallen over the last month in fact one of the most volatile stocks of the last year has become a relatively safety play in the market sell-off with shares bouncing higher Friday even even as the market dropped lower the next big Catalyst for upside should be the news on the Department of Justice investigation likely a big nothing burger and could send the stock towards $50 a share if that investigation is dropped altogether first quarter earnings are expected April 28th and should be positive on continued orders for Invidia Blackwell chips into smci servers for those data centers there's still a chance for some Market related downside as investors worry about that Capital spending for AI and for those data centers but this one is still very cheap on its growth and sales expected up 60% this year and 38% next this is a stock growing by almost 40% plus a year trading for just 1.2 times on a price to sales valuation”

The analyst is buying Super Micro Computer, noting its resilience during the recent tech sell-off and its support around $40. Despite a DOJ probe and market worries, the company's advantage in AI server space and low valuation support a price target of $70+, making it a good buy even if the market falls further.

“My $70 plus price target for the shares is supported by the company's advantage in that AI server space, and the still low valuation on the shares should continue to support the price even if the market falls further.”

The YouTuber suggests Super Micro Computer, noting its recent decline is due to company-specific issues rather than market fundamentals, presenting a great valuation opportunity. He emphasizes its competitive advantages are not fully priced in, making it an attractive growth investment.

“tech stocks like Advanced Micro Devices tier AMD and super microcomputer ticker smci have been falling on issues unrelated to the market and are already at Great valuation so even if the market Falls further the pain in these should be relatively benign”

The YouTuber is buying SMCI on the recent dip, arguing that much of the sell-off is due to broader AI market sentiment and hot money exiting, rather than company-specific issues. He believes the DOJ investigation is the only remaining risk but expects it to be a non-event, clearing uncertainty. His price target is based on historical price-to-sales valuations applied to strong sales forecasts, suggesting significant upside.

“I've been buying here since September and started aggressively adding shares at the bottom under $20 each in November... you can see I started buying in again now at 22,500 shares.”

The analyst identifies Super Micro Computer as a strong pick in the server market due to its modular design, which allows data centers to customize and easily upgrade components. This adaptability is crucial for the evolving demands of AI workloads, making it a compelling investment.

“super micro computer ticker smci would be the easy pick here with this modular design that that enable data centers to customize and change out their components and is one I'm also buying”

The YouTuber recommends buying SMCI, citing its strong revenue growth (54% in Q2, 62% for FY2025 guidance) despite slight misses on analyst expectations. He highlights improving gross margins and the company's leadership in data center server solutions, especially with its liquid cooling technology. The stock is seen as undervalued at 0.93x price-to-sales, with a potential re-rating to 2x sales once financial filing uncertainties are resolved, justifying a target of $83.

“The best time to invest in smci was back in November but you still have a chance and I'm going to show you a couple of op option strategies along with that price Target to boost your return”

Hogue is bullish on SMCI, especially if the company files its late reports and resolves accounting uncertainty this week. He notes the stock's recent jump on news of shipping Nvidia Blackwell chips and its role as a pure-play server company in the data center boom, with expected revenue growth of 64% this year. He believes the stock is significantly undervalued at 0.8 times expected revenue due to the uncertainty, suggesting it could quickly reach $60 and potentially $120 once the issues are resolved.

“F those late reports and put some of that uncertainty to rest this is a $60 stock very quickly and could make a run back up to that $120 Peak”

The YouTuber is buying SMCI due to its pure-play exposure to the AI data center theme with modular designs. He believes short-seller allegations are bunk and the company is undervalued, especially if it files its late financial reports on time, which he expects it to do. He sees significant upside once the filing is complete.

“I've been buying over the last 3 months and now hold 17,000 shares... Shares are easily worth $40 to $60 each once they file and back as high as a $100 a share on the company's Pure Play advantage in that data center Hardware theme.”

The analyst is loading up on Super Micro Computer, asserting that previous allegations were bogus and the company is a pure play in data center buildout. Despite recent price increases, it still trades at a low 0.6 times its expected $30 billion in sales this year, with revenue growth of 66% last year and 20% this year, suggesting shares could easily double.

“this is a pure play in that data center buildout St still trading for a price of just6 times that $30 billion in sales expected this year so if you just compare that valuation for a stock growing Revenue by 66% last year and 20% this year to all the other growth stocks in the market you can see why I think shares could easily be worth double where they are right now”

The YouTuber holds SMCI for the long term, having profited significantly. He believes the stock could jump further once the company files its late reports and avoids delisting, as an independent analysis found no wrongdoing and a new auditor has been secured.

“I'm up just over $131,000 on shares of Super Micro computer tier smci for a long-term hold but there might also be an opportunity near-term here in this 2x smci daily ETF the smcl up 20 % last Monday the company has until February 25th to file its late reports and avoid being delisted by the NASDAQ exchange an independent analysis found no wrongdoing in the accounting and the firm has found a new auditor but it's still going to take time to put those reports together and file them It should have plenty of time and when it does though those shares could jump even more than Monday's 10% gain on this underlying stock”

The YouTuber recommends Super Micro Computer, noting its recent pullback due to late financial filings, which he views as a temporary issue rather than a fundamental problem. He highlights the company's leadership in AI data center solutions, strong revenue and earnings growth expectations, and a valuation that is a fraction of its previous highs, suggesting a significant upside once the filing issues are resolved.

“folks this company is a leader and pure play in that AI data center Service Solutions theme one expected to drive 66% Revenue growth and 25% earnings this year all at a valuation that is a fraction of where it was last year.”

The analyst is adding to their position in Super Micro Computer, buying on recent price weakness. The stock has seen disappointment as investors are impatient for the company to file its latest reports and comply with NASDAQ listing rules. Despite an independent investigation finding no accounting problems, the market is selling off, creating a buying opportunity based on previous price targets of $40 on the low side and over $100 on the high side.

“an impatient Market is now selling out of the stock and I'm again buying on those price targets I shared with $40 each on the low side and well over $100 a share on the high side”

The YouTuber is bullish on SMCI as a pure-play in the data center buildout theme, supplying server solutions with Nvidia chips. He dismisses short-seller allegations and highlights the company's strong revenue growth (60% this year, 20% next year expected) and potential path to $50 billion in revenue, suggesting it could more than double from current levels despite volatility.

“smci is the only pure play in that massive data center buildout theme Supply and server Solutions with Nvidia chips... this one could still more than double from here”

The YouTuber believes SMCI is a pure play on data center buildout for AI, with strong growth potential despite short-term volatility due to pending financial filings and a lawsuit. He proposes an options strategy to buy shares at a 41% discount, targeting a 55% return, or a higher strike option for a 69% return, even if the stock flatlines at its low price target.

“The strategy here is simple once you actually get the hang of it though it might take a couple of times watching through this explanation if if you're unfamiliar with how options or that covered cost option strategy works if you click through to the options tab on Yahoo finance and I'm only using Yahoo as an example here you can do this on any online investing account here you change the date to January 2026 options and here you scroll down through the call options and remember these given investor the right to buy shares of smci for a set price that strike price if they pay a cash premium now we're going to use the $40 strike options for our example as really that safe strategy since that is our low price Target and the options are trading for about $18.12 as of the close on Friday that is the amount investors are paying for the right to buy shares of smci for a $40 each from now until January 2026 so the way that you use this to get your 55% return is you buy the shares and at the same time sell these call options against them in a brokerage account this would mean buying a hundred or more shares of SM smci and then selling to open one call option contract because remember each call option contract is worth 100 shares at that $40 strike price if you were to buy the shares at the current price of a $43.90 each at the close of Friday and sell a call option against it for that $18.12 premium collecting that amount that means your actual cost is only $25.8 which is a 41% discount to the current price shares could fall 41% and you would still break even on this under this strategy though if smci stays above the our low estimate of $40 each by January 2026 expiration of those call options the investor that bought that option from you is going to get them for that $40 contract price you will have collected $40 a share on your $25 cost basis or a 55% upside return”

The YouTuber is buying Super Micro Computer, despite recent short-term risks, due to its strong position in the data center buildout for AI. He notes the company is booking over 20% growth and is trading at a deep value with a P/E of 17x and P/S of 1.4x, suggesting significant long-term upside.

“This is a company booking 20% plus growth trading at just just 17 times on a priced to earnings and just 1.4 times Revenue deep value territory next year we're back in that cyber security theme with Palo Alto networks.”

The analyst argues that despite potential delisting issues, SMCI presents a strong buying opportunity, citing its 30-year history, competitive advantage in a high-growth sector, and the insignificance of past accounting violations. He believes a delisting could lead to a forced sell-off by institutional investors, creating a low entry point, similar to a previous delisting event that resulted in significant returns for patient investors. Valuation metrics, such as 0.4x next year's revenue, are considered very attractive for a company with 20% revenue growth.

“Portanto, uma listagem pode ser a melhor oportunidade para investidores. E sabemos disso porque, novamente, já estivemos aqui antes.”

The YouTuber is holding SMCI despite delisting risks, citing its strong valuation at current levels (1x revenue vs. historical 2x-6x) and its leadership in the data center buildout for AI. He believes the company's core business remains strong despite accounting allegations and potential delisting, which he sees as a temporary setback similar to 2018, offering a significant long-term return for patient investors.

“I am still holding that position but before you rush out to load up there are some serious risks and I do believe it's likely we're going to see one more big drop before the stock starts heading higher.”

The YouTuber plans to buy more SMCI shares if it gets delisted, viewing it as a strong buying opportunity. He expects a significant drop in price if delisting occurs, allowing him to dollar-cost average his position lower, anticipating a strong recovery and relisting within a year or so, similar to its 2018 experience.

“I do think delisting is right now the base case very likely outcome so I want to wait before buying any more shares waiting for one last big drop before picking up more shares and dollar cost averaging my position lower if it is delisted I'll hold my shares for the year or so that it takes to get relisted again and and for this all to blow over.”

The YouTuber views Super Micro Computers as his favorite play in the AI hardware sector, benefiting from data center growth, despite its stock being down 60% from its March peak. He points to expected 120% earnings growth and 212% revenue growth, along with a low 14x P/E, and plans to buy more shares on any significant dips, acknowledging the risk from delayed 10K reports and alleged accounting issues.

“It's one of my largest Holdings and I'm going to pick up more shares on any big headline related dips.”

The YouTuber is buying SMCI due to its strong boost in revenue from the AI infrastructure hardware boom, noting its potential competitive advantage in liquid cooling systems for AI GPUs. While acknowledging a possible DOJ investigation and higher valuation compared to peers, he believes the allegations are not a threat to the business.

“That said I'm still buying smci but I'm also likely to pick up shares of HP ahead of its earnings reported next month”

The YouTuber is buying Super Micro Computer due to its leadership in data center buildouts for AI, with unmatched server flexibility. Despite recent sell-offs related to a short-seller report and a DOJ investigation, he believes the company's fundamental growth story remains intact, with revenue expected to jump significantly and shares trading at a low 12 times expected earnings and a 1.6 price-to-sales ratio.

“This has happened before and it's amounted to less than a risk slap for the company that data center buildout will take the shares higher and for investors with the patience to write it out it is going to be worth it.”

The YouTuber strongly recommends Super Micro Computer, highlighting its role in providing hardware for AI data centers and its competitive advantage in flexible server systems. He dismisses recent short-seller accusations as non-life-threatening, emphasizing the company's leadership in the booming AI industry and its explosive growth potential, making its 1.88x price-to-sales valuation very cheap given expected 88% growth this year.

“Super Micro builds servers using Nvidia's chips to power data centers that can do more of that high-level Computing run by artificial intelligence.”

The YouTuber bought more shares of Super Micro Computer during a sell-off triggered by a DOJ inquiry into accounting practices. He believes the investigation is not an existential threat to the company, which remains a leader in data center hardware and is poised for significant growth due to AI demand.

“I actually used the sell off as an opportunity to buy another 100 shares now a position of $125,000 at about a $434 cost basis so down just 4% so far the company still hasn't filed its annual 10K report likely delayed as it figures out what it needs to restate and will probably have to restate some of those past financials but as I've said lately none of this is a big threat or exist Potential Threat to the company or stops it in that leadership of the biggest growth theme right now that data center buildout”

The YouTuber recommends buying Super Micro Computer, arguing that despite a significant recent drop, the company is poised for strong revenue and profit growth in the AI and data center hardware space. He believes the short-seller accusations are not life-threatening and the stock is undervalued at current levels, expecting a rebound similar to its historical performance.

“What I'm thinking here is even in a worst case scenario where sales and earnings had to be revised following an internal investigation this is still going to be a very cheap stock for a company that is a proven leader in data center Hardware.”

The YouTuber recently bought SMCI on a dip, dismissing a short-seller report as 'nitpicking.' He views SMCI as a leader in data center hardware, crucial for the booming AI growth, especially with its use of Nvidia chips. He believes the company is well-positioned to benefit from the massive investment in data centers by companies like Microsoft and BlackRock.

“super micro computers ticker smci is another one I picked up recently on that dip buying 200 shares after the data center hardware company got hit by a short short seller report... none of these are make or break moments for the company in fact it really just appears nitpicking to me a way for Hindenberg to make a fast Buck on one of its short stocks smci is a leader in data center Hardware using using Nvidia chips to power its server a and right in the middle of that booming growth that's just getting started”

The YouTuber notes Super Micro Computer's recent rebound and cites a Seeking Alpha article suggesting the shares might still be undervalued despite losing half their value from March highs due to a short seller report and delayed filings. He is preparing a video on it as a 'beaten but not broken' stock.

“super microcomputer ticker smci rebounded 19% last week but an article in seeking Alva must-reads newsletter points out that the shares might still be too cheap to ignore The stock has lost more than half of its value from the march on a short seller report and delay in annual filings I'm preparing a video including it as one of my favorite beaten but not broken stocks to watch”

The YouTuber advises avoiding Super Micro Computer (SMCI) despite a recent 30% price drop, as his fair value calculation of $659 still indicates it's overvalued compared to the current price of $729. He highlights ongoing concerns about questionable financial reporting practices, a negative working capital cycle due to booming sales, and the recent equity sale which suggests management believes the stock is overvalued.

“So, you can see here my fair value calculation for the stock is $659 and the current share price even after crashing is $729. So it's still overvalued according to my calculations.”

The YouTuber recommends Super Micro as a buy, identifying it as a company building the AI backbone. He argues that the significant capital commitments by tech giants towards AI infrastructure will translate into increased revenues and higher stock prices for key AI enablers like Super Micro in 2026, a trend he believes the market is currently underestimating.

“The names you should be considering. Nvidia, Meta, Google, Taiwan Semiconductor, Broadcom, Palanteer, AMD, Super Micro. Not hype, not hype chasing. Just clear conviction on companies building the AI backbone.”

The YouTuber argues that SMCI's recent earnings report reveals significant underlying issues despite headline revenue growth. He points to shrinking non-GAAP EPS, declining gross and operating margins, and a reliance on debt and accounts receivable sales to prop up cash flow. He believes the company lacks a sustainable moat in a commoditizing hardware market, and its inventory is exploding, posing a risk if growth slows. He concludes that the business is not getting stronger and lacks pricing power and operational leverage.

“My thesis is currently bearish. I have zero interest in owning this stock based on what I just saw in this earnings report.”

The YouTuber is buying Super Micro, which builds rack-scale systems for AI, shipping Blackwell class racks with liquid cooling. The company's capacity has ramped significantly, pushing annual output towards $2 billion, up from $20 billion last year. Its speed, modular design, and cooling expertise make it a preferred integrator for AI data centers, capitalizing on hyperscalers' race to bring Blackwell clusters online.

“Super Micro, which builds rack scale systems for AI.”

The stock tumbled 30% due to a margin miss, making it attractive for investors who previously found it too expensive. Despite margin pressure from competition and component costs, demand is high, with revenue more than doubling year-over-year. The company is expected to improve margins through supplier negotiations and pricing structure changes, with strong revenue and EPS forecasts for the upcoming quarter.

“Super Micro is going to double down on negotiations within their supplier Network and then next they're going to change their pricing structure where component costs are going to increase substantially versus when they buy things as a package deal.”

The YouTuber is buying Super Micro, which designs high-performance, energy-efficient servers and IT infrastructure. Despite lower gross margins compared to a competitor, Super Micro has higher revenue growth (37% YoY) and significant demand driven by AI upgrades in data centers. Analysts project a 19% upside for the year, and the company's 5-year CAGR is 114%, indicating strong future growth potential.

“it may seem a little late to get in the game but their business will be on fire for several years to keep up with all the upgrades that those big companies are making within their gpus and all their processors”

The YouTuber recommends Super Micro, highlighting its stellar growth and specialization in energy-efficient servers crucial for AI data centers. Despite a significant stock price increase, the company's expanded capacity to $25 billion in sales and improving margins suggest further upside. He views it as early in its growth cycle with 5-7 years of extreme growth tied to AI server demand.

“This is a company that is early in its growth cycle and if managed correctly should perform well for many years to come.”

The analyst places Super Micro Computer in the 'too hard' pile, citing past accounting issues that caused a stock crash and concerns about increasing competition in its space, particularly from Nvidia. While it has a high growth rate, the analyst questions its long-term competitive advantage and sustainability.

“But I think this is one of those spaces that's going to get more and more competitive as more companies come into the market and Nvidia takes over more of some of the things that super micro computer was doing in the past.”

The YouTuber suggests that Super Micro Computer's recent stock drop, driven by investors expecting less growth and a subsequent decline in its price-to-earnings multiple, could be a 'canary in the coal mine' for other AI stocks. This indicates a potential broader slowdown in demand for AI infrastructure.

“what's happened over that past few months investors are Le expecting less growth that means that price to earnings multiple starts to come down and the stock starts to drop We have seen this at Super Micro computer”

The YouTuber considers SMCI (likely Super Micro Computer) to be in 'scam territory' and does not trust crypto mining stocks. He advises against investing in them, suggesting that if one wants Bitcoin exposure, they should buy Bitcoin directly.

“Some stocks here I'm actively looking to short. So Mora, SMCI, MSTR, these are all stocks that I consider kind of more in that scam territory where I don't really trust the mining stuff.”

The analyst advises avoiding Super Micro for now due to the speculative nature introduced by the Hindenburg Research short-seller report. While fundamentally undervalued, the stock faces significant uncertainty until the company addresses the allegations in its upcoming annual report. The outcome could lead to a substantial price increase if allegations are disproven or further declines if confirmed.

“für konservative Investoren jetzt für mich auch eher in der Richtung langfristig investieren werden die Aktie jetzt erstmal kein Kauf”

The analyst recommends Super Micro Computer as a buy, especially after a significant post-earnings drop of over 20%. Despite missing earnings slightly, the company is a strong AI beneficiary specializing in high-performance servers. The stock is now trading closer to its fair value, offering a potential annual return of 43% by 2026, making it an attractive entry point for a first tranche.

“also die Aktie halte jetzt durchaus für Inter ist schon wieder leicht gestiegen habe ich ein Einstieg ganz am botem fischen quasi verpasst in diesem Fall aber ich halt sie für wirklich interessant und die werde ich mir höchstwahrscheinlich nächste Woche mal ins firm Depot legen mit einer ersten Tranche”

The YouTuber advises avoiding Super Micro Computer (SMCI) for long-term investment due to concerns about its low-margin business, negative free cash flow, and high inventory levels, which create significant operational risks despite strong revenue growth. He also notes the company's high valuation and the need for continuous capital raises to fund its growth, making it a risky investment compared to peers like Nvidia.

“Für mich persönlich ist das Unternehmen jetzt kein Investment wert bin ich ganz ehrlich weil einfach mir die Margen viel zu niedrig sind dann das Thema mit dem freien Cash Flow der jetzt derzeit negativ ist diese hohen Lagerbestände klar die haben einfach dieses Luxus Problem dieser hohen Nachfrage und dieses starke Wachstum aber es sind während also auf diesem Weg sind so viele Stolperfallen wo man so viel verkacken könnte.”

The YouTuber cites Tom Lee's recommendation for SMCI, stating it will lead the Russell 2000 higher when small caps wake up. He notes its significant past gains and believes it has more room to run.

“Tom Le put out some stocks that he said is going to run and number one stock he said that you guys need to have on your radar is smci super micro computer.”

The YouTuber advises against chasing Super Micro Computer at its current high price, suggesting that investors wait for a pullback. He explicitly states his intention to short the stock when it begins to cool off or crash, indicating a bearish long-term outlook.

“I will in full disclosure guys let you know I'm going this is one of my top plays for not right now but when it gets ready to go to the downside I am going to be looking to make a whole bunch of money when stocks start to cool off crash a little bit or whatever may have you”

The YouTuber sees continued momentum for SMCI, noting its recent parabolic rise and significant after-hours gains. He advises getting on the 'moving train' for more upside, but also acknowledges it might be a good short opportunity after it cools off.

“smci super micro Computer Guys crossed over $1,000 once again look at this sitting at $1,199 it was up $39 on the day or a little bit over 45% but in after hours it went up $100 Al loan or almost 12.2% look at this straight rocket ship these plays has been going parabolic this may have more room to run”