Hewlett-Packard Enterprises is mentioned as a competitor to Supermicro Computer, with similar operating margins in the data center cooling solutions business.
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Why Is Super Micro Stock Crashing, and is it a Generational Buying Opportunity? | SMCI Stock
Apr 15, 2026
Super Micro Computer (SMCI) stock has fallen over 30% due to news of employees smuggling Nvidia chips to China. The author previously warned investors against buying SMCI due to management's history of questionable activities and lack of transparency. Despite the price drop, the stock is still not considered attractive due to increased risk and historically average valuations, leading to a downgrade from hold to sell.
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Dell is mentioned as a competitor to Supermicro Computer, with similar operating margins in the data center cooling solutions business.
Nvidia chips are mentioned as the product being smuggled into China by Supermicro employees, highlighting the importance of these chips and export controls.
The author downgrades Super Micro Computer (SMCI) from hold to sell due to recent smuggling news and a history of management misconduct, making the stock too risky despite a 30% price drop.
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SMCIsell opened Apr 15, 2026
+6.25%