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DARK SECRETS: Supermicro - The Real Truth

95% Options Surge: Smart Money Bets Big on a Super Micro Bounce

Super Micro Computer is attracting significant attention from institutional traders who are using call options to position for a potential price rebound.

MarketBeat

As Super Micro Computer Unveils New Enterprise Solutions, Is SMCI Stock a Buy, Sell, or Hold?

Super Micro Computer just launched Gold Series enterprise servers and posted record Q2 revenue. But with margin pressure mounting, is SMCI stock worth buying?

Barchart

Super Micro Computer Is Auditing China Allegations Itself. Does That Make SMCI Stock a Buy?

Supermicro launched an independent investigation after three individuals were indicted for alleged export violations. Here's what it means for SMCI stock investors.

Barchart

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Supermicro 'committed to protecting America’s advanced technologies and intellectual property' as investigation into former employees over alleged AI tech shipments to China begins

Everyone wants a slice of the multi-billion-dollar AI pie.

PC Gamer

Supermicro launches probe after cofounder’s arrest on charges of $2.5 billion in chip smuggling

This is the Nvidia-allied server maker’s third internal investigation since 2017.

Fortune

Why DOGE's legacy is hard to measure

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Fortune

Supermicro soared because of $4 trillion Nvidia—and Jensen Huang can walk away anytime he wants

Nvidia giving Supermicro the cold shoulder on GPUs would gut the hardware manufacturer’s sales.

Fortune

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Supermicro co-founder pleads not guilty to smuggling billions of dollars of Nvidia servers to China — suspected smuggler released on $5 million bond

Super Micro Computer co-founder Yih-Shyan "Wally" Liaw pleaded not guilty on Wednesday in a Manhattan federal court.

Tom’s Hardware

Super Micro Computer Stock Bounces on Easing Iran War Fears. Should You Buy SMCI Here?

Supermicro stock gains on reports of a potential ceasefire between the US and Iran. But SMCI shares remain unattractive to own in 2026.

Barchart

Supermicro—accused of smuggling $2.5 billion in Nvidia chips to China—has been here before, in Iran

Yih-Shyan “Wally” Liaw was arrested on Thursday and resigned his seat on the Super Micro Computer board on Friday.

Fortune

How Supermicro Insiders Allegedly Used Fake Servers and Forged Paperwork to Smuggle Nvidia's Most Powerful AI Chips to China

Supermicro co-founder Wally Liaw was arrested on charges of smuggling $2.5 billion in Nvidia AI chips to China using fake servers, forged paperwork, and bribed auditors. SMCI stock crashed 33%. Here is the full story of how the alleged scheme worked.

International Business Times

Supermicro Stock Crashes 33% After Co-Founder Arrested in $2.5 Billion Nvidia Chip Smuggling Scheme Tied to China

Supermicro co-founder Wally Liaw was arrested and charged by federal prosecutors with conspiring to smuggle $2.5 billion in Nvidia AI chip-powered servers to China. Shares of SMCI plunged 33%, erasing over $6 billion in market value. Here's everything investors and the tech industry need to know.

International Business Times

The biggest heist of the US-China Chip War: 3 Supermicro employees charged with conspiracy to smuggle restricted Nvidia H100, H200, and B200 chips to China – dummy boxes, fake labels, and a pass-through company enabled the $2.5 billion scheme

Three men are facing charges of conspiracy to smuggle restricted GPUs to China.

TechRadar

The co-founder of a major datacenter company has been charged with smuggling $2.5 billion in AI chips to China

Supermicro has put them on administrative leave with another employee also charged, and a third has been fired.

PC Gamer

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Fortune

Supermicro’s cofounder was just accused of smuggling $2.5 billion in GPUs to China

The arrest of board member Yih-Shyan “Wally” Liaw—who previously resigned following an accounting scandal in 2018—led an after-hours trading drop of 12% in the Nvidia-linked server manufacturer's stock.

Barchart

As Supermicro Joins a Key AI Data Center Alliance, Should You Buy SMCI Stock?

Supermicro is pushing deeper into the AI data center boom with a new alliances. Could this be the catalyst for SMCI’s next growth phase, and make the stock worth buying?

Fortune

Troubled Nvidia ally Supermicro pledged to hire a new CFO ‘immediately.’ That was 14 months ago

“No one wants this job,” said executive search firm Cowen Partners president Shawn Cole.

Barchart

Super Micro Computer Stock Is Pushing Above Its 50-Day Moving Average. Should You Buy SMCI Here?

Supermicro shares inched higher on a significant increase in bullish options activity. Here’s why SMCI stock is likely undervalued at current levels.

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Barchart

Analysts See Super Micro Computer Finally Staging a Turnaround. Should You Buy SMCI Stock Now?

Super Micro Computer posted its Q2 Results earlier this week. Here is why analysts believe the stock can turn things around from here.

Barchart

3 Key Risks Facing SMCI Stock As Super Micro Computer Revenue Surges

Despite the headline strength in revenue and better-than-expected forward guidance, investors should be careful about chasing SMCI stock.

Barchart

Supermicro Stock Slips 46% in 3 Months: Should You Buy, Sell, or Hold SMCI?

Supermicro’s revenue growth story remains compelling, driven by secular demand for AI infrastructure. However, investors should be mindful of near-term margin compression.

Barchart

As Goldman Sachs Issues a Warning on Super Micro Computer Stock, Should You Risk Buying the Dip?

Supermicro stock sinks as Goldman Sachs assumes coverage with a ‘Sell’ rating. Here’s why the investment firm recommends cutting exposure to SMCI shares in 2026.

Barchart

Super Micro Computer Just Launched a New AI Server. Should You Buy SMCI Stock Today?

Supermicro stock inches higher as the company launches a new AI server. Attractive valuation and a strong backlog warrants owning SMCI shares in 2026.

Tom’s Hardware

Four Americans charged with smuggling Nvidia GPUs and HPE supercomputers to China face up to 200 years in prison —$3.89 million worth of gear smuggled in operation

U.S. prosecutors say an Alabama entrepreneur and three partners smuggled more than $3.89 million worth of restricted Nvidia GPUs and HPE supercomputers to China through Hong Kong, Malaysia, and Thailand.

Barchart

As Super Micro Reveals a New AI Factory, Should You Buy, Sell, or Hold SMCI Stock?

Supermicro stock closed higher Tuesday as the company launches a full-stack AI factory cluster. But structural headwinds warrant against buying SMCI shares at current levels.

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