SuperMicro Computer stock up over 250% since the start of the year

Shares of SuperMicro Computer (SMCI) have been on a tear, gaining over 254% year to date, with a market cap of almost $60 billion. The company will be added to the S&P 500 (^GSPC) on March 18.
Wedbush Securities SVP of Equity Research Matt Bryson joins Yahoo Finance to talk about Super Micro Computer's run and its mounting challenges as the company scales and faces competition in the sector.
While Bryson claims Super Micro has excelled in its efforts to rebrand itself as the leading provider of AI services, he questions whether AI can continue to grow at the present levels. Lofty targets are now priced into Wall Street's valuation, but Bryson says this doesn't present "a ton of risk" in the near term. He notes that in Q4 "it wasn't just Super Micro that was exceeding estimates in AI. You saw the same thing from Dell (DELL), you saw some of the same things with Taiwanese ODMs. They all talked to strength in Q1. I think they have visibility in Q2. Backlog was still growing through Q4 even with sales lifting. So I think in the near term there's still strong demand...In my mind it's more a question of what happens back half of '24 and into '25. That's still a bit away."
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[@Boersenwunder-]

now I put a lot of my profits into the british Alphawave Semi (Alphawave IP group). They are a huge AI beneficiaries (Partner of ARM) and suppliers of high-tech connectivity products for data centers, but so far they have operated completely under the radar.
I think Alphawave has the development that SMCI and Nvidia already had ahead of it
Today a good released by motley fool

[@blakeaaron5698]

What goes up fast usually falls just as dramatically

[@prayashbaniya6434]

in simple term computers are changing super micro computer focus on name computer super aand micro tech gpu hah hah no hype its here every one wants it no one can make better interegation of million dollar of gpu