DOJ Headlines Don't Deter SMCI's Growth Outlook
TL;DR Summary
Despite a 30%+ stock drop after DoJ charges against employees, the DoJ found no charges against Super Micro; the alleged $2.5B smuggled sales amount to about 10% of FY25 revenue, while FY26 net sales guidance remains at least $40B. The company isn’t implicated, and ongoing growth and new products support a buying opportunity, though risk remains if future executive involvement emerges.
- Super Micro: Ignore Bad Optics (NASDAQ:SMCI) Seeking Alpha
- Super Micro Co-Founder Charged With Smuggling Chips to China Bloomberg
- US charges 3 tied to Super Micro Computer with helping smuggle billions of dollars of AI chips to China Reuters
- Super Micro Board Shakeup Puts Export Controls And AI Server Growth To Test Yahoo Finance
- The Silicon Valley Salesman Accused of Helping China Get Nvidia’s Top Chips WSJ
Reading Insights
Total Reads
0
Unique Readers
5
Time Saved
3 min
vs 4 min read
Condensed
90%
627 → 61 words
Want the full story? Read the original article
Read on Seeking Alpha