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6U SuperBlade's innovative design delivers up to 93% cable reduction and 50% space savings compared to traditional 1U servers 32-inch depth enclosure fits in a standard 19-inch rack, eliminating the need for a deep rack Supports both air cooling (v 6U 5 nodes) and liquid cooling (6U 10 nodes) Powered by dual Intel Xeon 6900 Series Processors with P-cores, the 6U SuperBlade delivers high compute...
Super Micro Computer is down roughly 28%, yet valuation reset and positioning improvements have improved asymmetric risk-reward after November. At the Barclays conference, management reframed risks as timing-related, signaling margin recovery uncertainty but not business viability. Management shelved prior 14–17% margin targets, now guiding only double-digit margins, implying slower recovery an...
Tesla has the look of a market that is about to drop quite a bit, as premarket trading has been a little bit miserable. This is the same thing I see in several other stocks.
Super Micro Computer (SMCI +0.29%) is building momentum as demand for advanced AI infrastructure accelerates. With new NVIDIA-powered systems, expanding government opportunities, and strong long-term positioning, SMCI could unlock meaningful upside if margins improve and delayed deployments convert into real growth.
Super Micro Computer (SMCI +0.97%) is a major AI infrastructure builder, and its turnkey Nvidia Blackwell AI factory clusters could accelerate deployments as demand for private AI compute grows. But first-quarter margins compressed sharply, and insider selling headlines add narrative risk, so this stock is a high-stakes setup where a strong second-quarter ramp could flip sentiment quickly.
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