Supermicro is benefiting significantly from artificial intelligence (AI) tailwinds. It builds full-scale servers and other components that are sold to companies looking to expand their AI computing power. Although it hasn't received quite the same press as Nvidia, it remains one of the biggest winners among AI stocks.

As an aside, SNAP jumped post earnings yesterday - see “ Should You Buy, Sell, Or Hold SNAP Stock At $12? In our recent analyses, we argued for a range of outcomes. On one hand, there is potential for the stock to rise over 2x to $1,

Over the last month, Dell and Super Micro have been sparring in the headlines with new product releases. Just two weeks ago, Dell announced new innovations to its Dell AI Factory. The updates from the company address the ongoing needs to power high-density computing and AI workloads.