SMCI: Sell The Weakest Link (Rating Downgrade)
Source: SeekingAlpha
2026-05-26 11:27:35 ET
We’ve long thought of Super Micro Computer, Inc. ( SMCI ) as a stock to trade rather than hold long-term. There are several reasons we frame SMCI in this light; our favorite is the pattern of overpromising and underdelivering, which drags down expectations enough to allow outperformance every couple of quarters. This is what we saw in the last two quarterly results; in the quarter reported in early May, SMCI shares surged 24% after management guided Q4 revenue and adjusted profit above Street estimates....
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SMCI: Sell The Weakest Link (Rating Downgrade)
Dell Technologies Inc. Class C
NASDAQ: DELL
DELL Trading
-1.96% G/L:
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$466.11 Open:
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$83,386,232,997
619,349,705
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793
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Hardware & Equipment
Technology
US
Round Rock
