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Tech Super Micro: Likely The Most Hated AI StockJan. 18, 2026 8:00 PM ETSuper Micro Computer, Inc. (SMCI) Stock, SMCI:CA Stock, ZSMC:CA StockStone Fox CapitalInvesting Group LeaderFollow

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Comment(1)SummarySuper Micro Computer has pulled back to yearly lows due to recent accounting concerns and order upshots despite strong AI server demand.SMCI's Data Center Building Block Solutions positions it to capture a significant share of the $5.2–$8.0 trillion AI data center buildout by 2030.Consensus analysts underestimate SMCI's margin potential; even Base Case FY27 EPS of $3.30 implies the stock is undervalued at $29.Wall Street skepticism creates an opportunity to accumulate ahead of likely revenue and EPS beats through FY27.Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios. Learn More »

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Super Micro Computer, Inc. (SMCI) enters the quarterly earnings period with possibly the most hated AI stock now. The data center company appears to have survived an accounting scare with a temporary disruption to

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Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in SMCI over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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