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SMCI Eyes 55% Rebound as AI Server Orders Surge Past $60B

24/7 Wall St. Read original source (opens in a new tab)
The Story

News Summary

  • SMCI stock fell but a bull sees 55% upside on $60B+ new orders, improving margins, and AI server demand for liquid-cooled Blackwell platforms, despite audit overhang and dilution concerns.
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