What podcasts say about Super Micro Computer, Inc.
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Super Micro Computer, Inc.
22 statements · 15 positive · 5 negative · 1 mixed · 1 neutral
Supermicrocomputer is a key indicator of AI demand.
“The company is a key tracker of AI demand”
Open the episode · CoreWeave Soars, Cava Rises, Super Micro Computer Jumps on Sales Outlook That Tops Rosiest ProjectionListen at 1:10
Supermicrocomputer is thriving as AI demand drives server sales.
“Supermicrocomputer sells computer servers and is thriving amid the AI mania”
Open the episode · CoreWeave Soars, Cava Rises, Super Micro Computer Jumps on Sales Outlook That Tops Rosiest ProjectionListen at 1:18
Supermicro shares are up about 9%.
“Supermicro, the ticker symbol there, SMCI, is having a good morning. It's up about 9%.”
Open the episode · Cava, Super Micro, and CoreWeave Push HigherListen at 1:30
Super Micro Computer is thriving amid AI demand, aided by servers using Nvidia chips.
“Super microcomputer sells computer servers and is thriving amid the AI mania, especially since its servers are outfitted with in demand Nvidia chips.”
Open the episode · CoreWeave Soars, Cava Rises, Super Micro Computer Jumps on Sales Outlook That Tops Rosiest ProjectionListen at 1:35
Supermicro has underperformed rivals, falling 32% over the past year.
“it's underperforming its rivals. It's down 32% in the past year.”
Open the episode · Cava, Super Micro, and CoreWeave Push HigherListen at 1:42
Super Micro shares are up about 9%.
“Super Micro, the ticker symbol there, SMCI is having a good morning. It's up about 9%.”
Open the episode · Cava, Super Micro, and CoreWeave Push HigherListen at 1:56
Supermicro is working to improve its margins.
“Supermicro has been working really hard to boost margins.”
Open the episode · Cava, Super Micro, and CoreWeave Push HigherListen at 2:01
Supermicro benefits from rising AI-hardware demand through NVIDIA-equipped servers
“It is benefiting from surging demand for AI hardware as it sells servers fitted with NVIDIA chips”
Open the episode · AI Boost; Lumentum and Cava JumpListen at 2:09
Super Micro shares are down 32% over the past year.
“It's down 32% in the past year”
Open the episode · Cava, Super Micro, and CoreWeave Push HigherListen at 2:10
Supermicro benefits from surging demand for AI hardware.
“It is benefiting from surging demand for AI hardware”
Open the episode · AI Boost; Lumentum and Cava JumpListen at 2:23
Super Micro is working to boost its margins.
“Supermicro has been working really hard to boost margins”
Open the episode · Cava, Super Micro, and CoreWeave Push HigherListen at 2:26
Supermicro benefits from rising demand for AI equipment.
“It also continues to benefit from surging demand for equipment to train and run AI tasks.”
Open the episode · Super Micro Gives Rosy Sales Forecast, CoreWeave's Revenue Surges, Cava Sales JumpListen at 1:02
The booming AI market continues to increase Super Micro Computer sales.
“the booming AI market continues to bolster sales for this company”
Open the episode · Super Micro Gives Rosy Sales Forecast, CoreWeave's Revenue Surges, Cava Sales JumpListen at 1:25
Supermicro shares were trading at approximately $34.
“It's not trading at $34 a share.”
Open the episode · Super Micro Gives Rosy Sales Forecast, CoreWeave's Revenue Surges, Cava Sales JumpListen at 1:26
Super Micro Computer benefits from rising demand for AI equipment.
“It also continues to benefit from surging demand for equipment to train and run a test task.”
Open the episode · Super Micro Gives Rosy Sales Forecast, CoreWeave's Revenue Surges, Cava Sales JumpListen at 1:28
Supermicro shares remained 73% below their 2024 high.
“it's still down 73%”
Open the episode · Super Micro Gives Rosy Sales Forecast, CoreWeave's Revenue Surges, Cava Sales JumpListen at 1:30
Super Micro guided first-quarter net sales well above analyst estimates.
“The street on average was looking for 12 billion so guiding well above street estimates.”
Open the episode · Closing Bell: Riot Platforms Rises, eToro Falls, Super Micro Delivers EarningsListen at 6:44
Super Micro Computer is making progress selling more profitable products.
“a sign the IT company is making progress selling more profitable products”
Open the episode · Super Micro and AT&T Gain; GE Veronva LowerListen at 1:33
Super Micro shares rose 13% after new orders surpassed a $60 billion backlog.
“up 13% here in the pre market after the record backlog with new orders surpassing $60 billion.”
Open the episode · Super Micro and AT&T Pop; Reddit DipsListen at 1:58
Super Micro’s margin expansion put quarterly earnings on track to exceed estimates.
“The surprise margin expansion put Supermicros fourth quarter earnings on share to top or on track rather to top Wall street estimates.”
Open the episode · Super Micro and AT&T Pop; Reddit DipsListen at 2:16
Taiwanese authorities raided Supermicro's Taiwan offices.
“the offices in Taiwan were raided by government authorities”
Open the episode · Rocket Lab Jumps, Comcast Soars on Split, Concentrix SinksListen at 5:14
Supermicro’s financing plan may dilute earnings while signaling revenue upside from AI-server demand.
“The financing plan expected to dilute near term earnings, but also signals that demand could lift fiscal 2027 revenue above the $50 billion consensus.”
Open the episode · Closing Bell: Cracker Barrel Soars, Super Micro Plunges, Trucking Companies FallListen at 3:14
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.