Super Micro Computer, Inc. (SMCI): A Bull Case Theory
We came across a bullish thesis on Super Micro Computer, Inc. (SMCI) on Deep Value Returns’ Substack. In this article, we will summarize the bulls’ thesis on SMCI. Super Micro Computer, Inc.
Super Micro Computer Inc. (SMCI)
Market is closed
Sector: Electronic Computers
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 13,804,900 | $472,679,776 | -39% | 0.09% | |
| 2. | 12,038,300 | $412,191,392 | -36% | 0.08% | |
| 3. | Coatue Management Philippe Laffont | 8,866,735 | $303,597,006 | 1.34% | |
| 4. | 236,946,000 | $229,613,095 | 4.63% | ||
| 5. | 6,226,700 | $213,202,208 | -16% | 0.48% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $568.00 | 2,000 | Director | 42,917 | 2024-02-01 | Filing | |
| $261.86 | 2,000 | Director | 40,917 | 2023-08-11 | Filing | |
| $269.28 | 2,000 | Director | 38,917 | 2023-08-11 | Filing | |
| $133.88 | 3,000 | Director | 33,000 | 2023-05-11 | Filing | |
| $133.09 | 1,000 | Director | 30,000 | 2023-05-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $44.02 | 67,000 | Officer | 88,599 | 2025-05-20 | Filing | |
| $44.56 | 15,306 | Large Shareholder, Officer, Director | 67,203,640 | 2025-05-14 | Filing | |
| $44.98 | 184,694 | Large Shareholder, Officer, Director | 67,218,946 | 2025-05-14 | Filing | |
| $45.56 | 15,306 | Large Shareholder, Director | 67,203,640 | 2025-05-14 | Filing | |
| $44.98 | 184,694 | Large Shareholder, Director | 67,218,946 | 2025-05-14 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 64,407,769 | $2,205,322,012 | 0.04% | |
| 2. | 40,850,550 | $1,398,722,840 | 0.03% | |
| 3. | 23,078,300 | $790,200,992 | 0.13% | |
| 4. | 21,825,340 | $747,299,642 | 0.03% | |
| 5. | 17,601,300 | $602,668,512 | 0.1% |
News See All
Super Micro Computer (SMCI) Expands AI Portfolio with 20+ Systems Optimized for Nvidia RTX Pro 6000
We recently published a list of 15 AI Stocks Surging on News and Analyst Ratings. In this article, we are going to take a look at where Super Micro Computer, Inc.
15 AI Stocks Surging on News and Analyst Ratings
According to an analysis by global management consulting firm McKinsey & Company, data centers are projected to require $6.7 trillion in capital expenditures worldwide by 2030 to keep up with the demand...
Super Micro Computer (SMCI) Partners With DataVolt to Build Saudi AI Campuses
We recently published a list of 10 Trending AI Stocks on Wall Street Right Now. In this article, we are going to take a look at where Super Micro Computer, Inc.
Jim Cramer Notes Super Micro Computer (SMCI) Is "Relatively Cheap Versus the Whole Cohort"
We recently published a list of 8 Stocks on Jim Cramer’s Radar Recently. In this article, we are going to take a look at where Super Micro Computer, Inc.
10 Trending AI Stocks on Wall Street Right Now
US President Donald Trump wrapped up his tour of the Middle East today, concluding numerous high-profile deals and diplomatic engagements with countries such as Saudi Arabia, Qatar, and the United Arab...
8 Stocks on Jim Cramer’s Radar Recently
On Wednesday’s episode of Mad Money, Jim Cramer reviewed the recent developments affecting drug distribution companies and laid out why he is turning cautious on the group.
Investment Bank Sparks Rally by Super Micro Computer, Inc. (SMCI) With Bullish Note
In addition to the growth of AI, Raymond James believes that Super Micro Computer, Inc.
Top 10 AI Stocks Making Headlines on Wall Street
US President Donald Trump is strengthening global ties aimed at long-term cooperation.
Top 10 Buzzing Stocks in May
The latest quarterly results from a couple of major technology companies have soothed concerns about AI demand that prevailed in the market following the launch of DeepSeek.
Billionaire Hedge Funds
