$Super Micro Computer (SMCI.US)$ This stock is really garbage
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Greetings, mooers!
The US stock market continued its strong performance in 2025, creating numerous investment opportunities! Are you satisfied with your investment results in 2025? How did you seize opportunities in the volatile market?
Welcome to share your annual investment report + trading stories with us, and use three keywords to review your 2025 investment ...
Greetings, mooers!
The US stock market continued its strong performance in 2025, creating numerous investment opportunities! Are you satisfied with your investment results in 2025? How did you seize opportunities in the volatile market?
Welcome to share your annual investment report + trading stories with us, and use three keywords to review your 2025 investment ...
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$Super Micro Computer (SMCI.US)$ I'm a bit afraid and don't dare to buy. Every time I buy, the price drops. When will it stop?
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Hello everyone, I am You Dou.
Last week, the main AI-driven stocks in the US market experienced notable volatility. Oracle and Broadcom, two key AI infrastructure stocks, saw a significant pullback from their highs.
But almost simultaneously,UBS consecutively released two new research reports, maintaining a 'Buy' rating for both companies.。
This itself constitutes a very typical and highly worth analyzing market signal.
In this article, we will do just one thing:Ignore stock price fluctuations, and focus solely on what the sell-side is adhering to after the 'pullback'.
Let me promote my small circle of research reports again,With a nominal daily charge of RMB 1.6, I help you filter out selected research reports equivalent to a data source worth $10,000 per year.
Committed to independent thinking, focusing on: systematic organization and screening of global investment bank research reports; 📘 After joining, you will gain access to: a curated database of research reports (4000+ PDFs) on Google Drive, compiled from institutions such as Goldman Sachs, Morgan Stanley, Citi, UBS Group, and Jefferies; with periodic updates thereafter.
1. Broadcom: It’s not an issue of AI demand, but rather an issue of 'profit margin structure'.
Let’s first look at Broadcom.
UBS Group’s core assessment of Broadcom can be summarized in one sentence:The demand for AI has not changed; what truly sparked controversy is – the gross margin structure.
1️⃣ AI Business...
Last week, the main AI-driven stocks in the US market experienced notable volatility. Oracle and Broadcom, two key AI infrastructure stocks, saw a significant pullback from their highs.
But almost simultaneously,UBS consecutively released two new research reports, maintaining a 'Buy' rating for both companies.。
This itself constitutes a very typical and highly worth analyzing market signal.
In this article, we will do just one thing:Ignore stock price fluctuations, and focus solely on what the sell-side is adhering to after the 'pullback'.
Let me promote my small circle of research reports again,With a nominal daily charge of RMB 1.6, I help you filter out selected research reports equivalent to a data source worth $10,000 per year.
Committed to independent thinking, focusing on: systematic organization and screening of global investment bank research reports; 📘 After joining, you will gain access to: a curated database of research reports (4000+ PDFs) on Google Drive, compiled from institutions such as Goldman Sachs, Morgan Stanley, Citi, UBS Group, and Jefferies; with periodic updates thereafter.
1. Broadcom: It’s not an issue of AI demand, but rather an issue of 'profit margin structure'.
Let’s first look at Broadcom.
UBS Group’s core assessment of Broadcom can be summarized in one sentence:The demand for AI has not changed; what truly sparked controversy is – the gross margin structure.
1️⃣ AI Business...
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$Super Micro Computer (SMCI.US)$ After rising for half a month, it fell in just two days.
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$NVIDIA (NVDA.US)$ What happened?
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$Super Micro Computer (SMCI.US)$ George Kao, Senior Vice President of Operations at Super Micro Computer, exercised stock options on November 13, 2025, acquiring a total of 107,700 shares of common stock. These transactions were completed through multiple option conversions at varying prices.
The acquisition was carried out in three tranches: 15,600 shares were purchased at $2.037 per share, 12,100 shares at $2.374 per share, and 80,000 shares at $2.695 per share. All transactions were completed through direct ownership.
Following the completion of these transactions, Kao's total direct holdings of Super Micro Computer common stock increased to 134,691 shares. Insiders have started purchasing, signaling potential significant gains ahead.
The acquisition was carried out in three tranches: 15,600 shares were purchased at $2.037 per share, 12,100 shares at $2.374 per share, and 80,000 shares at $2.695 per share. All transactions were completed through direct ownership.
Following the completion of these transactions, Kao's total direct holdings of Super Micro Computer common stock increased to 134,691 shares. Insiders have started purchasing, signaling potential significant gains ahead.
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