Super Micro Computer (SMCI +0.79%) is riding massive AI demand with triple-digit revenue growth, but margin compression is the key battleground. If profitability stabilizes and execution stays clean, the path to $64 becomes realistic.

Retail investors talked up five hot stocks this week on X and Reddit, driven by hype, earnings, AI, and news flow.

Super Micro Computer: The Less Discussed FQ2 Accounting Items (Rating Upgrade)

Recently, Zacks.com users have been paying close attention to Super Micro (SMCI). This makes it worthwhile to examine what the stock has in store.

Expand NASDAQ: SMCI Super Micro Computer Today's Change (8.25%) $2.45 Current Price $32.16 Key Data Points Market Cap $18B Day's Range $30.99 - $32.20 52wk Range $27.60 - $62.47 Volume 42M Avg Vol 28M Gross Margin 8.02% Super Micro Computer (SMCI +8.25%), a modular server and storage solutions provider, closed Thursday at $32.16, up 8.25%. The stock moved higher after analyst upgrades, institutional buying disclosures, and reports of a potential “Make in India” AI server expansion.

Super Micro Computer (SMCI +5.22%) is seeing massive demand for AI infrastructure, yet margin pressure and trust issues continue to weigh on the stock. I break down what went wrong, what must improve, and what could unlock meaningful upside from here.

Tech stocks are looking very shaky in the early hours of trading on Thursday.

Super Micro Computer: Margins May Expand This Year (Rating Upgrade)

Super Micro Computer's AI-driven revenue surge, rack-scale expansion and lower valuation stack up against Dell's margin pressures in the AI server race.

Despite reporting a massive second-quarter earnings beat, the stock's momentum score has collapsed from 16.26 to 6.35 week-on-week, according to the latest Benzinga Edge Stock Rankings.