SMCI: Embracing the AI Revolution – The Super Micro Computer

In this photo illustration, Super Micro Computer...

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While Super Micro Computer (NASDAQ:SMCI) isn’t producing the cutting-edge chips driving the AI revolution, the provider of server and storage solutions is still participating in the same level of growth, if not faster. The stocks recently experienced a remarkable month, resulting in Super Micro surpassing $1,000 per share. My investment thesis is Neutral on the stock, particularly after Super Micro dropped $200 to finish the trading week down at $803, around $275 below the all-time high on February 16.

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