Episode
Why Supermicro Stock Surged 14 Percent in a Week
- Published
- Jun 24, 2026
- Duration seconds
- 517
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Summary
Super Micro Computer has been one of the most volatile stocks in the AI hardware trade, swinging wildly on every earnings whisper and server deal. This week SMCI jumped 14 percent in five days while NVIDIA dropped nearly 4 percent. Lucas and Luna unpack what's driving the divergence: a shift in how hyperscalers are buying AI servers, the margin question that's haunted Supermicro for years, and what the data from chip equipment makers like Applied Materials and Lam Research tells us about the broader buildout. They also discuss why Dell and HPE are suddenly aggressive in the liquid-cooled server market and what it means for Supermicro's growth runway. Plus, a candid moment on why quality independent journalism needs listener support to stay ad-free. #SuperMicro #SMCI #NVIDIA #AIHardware #ServerMarket #DataCenter #LiquidCooling #AppliedMaterials #LamResearch #AMD #Intel #SemiconductorEquipment #TechStocks #Investing #AIPodcast #FexingoBusiness #BusinessPodcast #Technology Keep every episode free: buymeacoffee.com/fexingo