# Super Micro Computer Stock Down 36 Percent in Five Days

Page: https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/super-micro-computer-stock-down-36-percent-in-five-days
Text version: https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011/super-micro-computer-stock-down-36-percent-in-five-days.md
Podcast: [The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models](https://stenobird.com/podcast/the-ai-podcast-with-fexingo-artificial-intelligence-machine-learning-and-modern-ai-models-7872011)
Published: 2026-06-10T19:51:49+00:00
Episode link: https://audio.fexingo.com/business/the-ai-podcast/episode-0043.mp3
Audio file: https://audio.fexingo.com/business/the-ai-podcast/episode-0043.mp3
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Duration seconds: 476

## Resource

Super Micro Computer's stock has plunged 36 percent in five trading days, wiping out billions in market cap. Lucas and Luna dissect what's behind the crash: a combination of regulatory filing delays, margin compression from AI server competition, and the broader semiconductor sell-off in June 2026. They discuss Super Micro's reliance on Nvidia GPUs, the impact of Dell and Hewlett Packard Enterprise gaining share in AI servers, and why the company's liquid-cooling technology may not be enough to reverse the slide. The episode also touches on what Super Micro's troubles signal for the AI hardware ecosystem and whether the sell-off is overdone or the beginning of a longer correction. Packed with specific numbers and context including Super Micro's price-to-earnings ratio relative to peers and the company's delayed 10-K filing. #SuperMicroComputer #SMCI #AIHardware #StockCrash #Semiconductors #Nvidia #Dell #HewlettPackardEnterprise #LiquidCooling #DataCenters #Earnings #10KFiling #MarginCompression #AIStocks #SellOff #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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