They say in a gold rush, you sell shovels. In the AI gold rush, Super Micro Computer (SMCI) is shipping the essential hardware by the truckload—specifically, its new systems built around NVIDIA's top-of-the-line Blackwell chips. But despite this explosive fundamental news and a price that our analysis shows is undervalued, Wall Street analysts are playing it cool with a "Hold" rating, while short sellers are betting heavily against the company. This creates a tense standoff between bullish traders and a significant camp of bears, setting the stage for a potentially dramatic move. Is the company truly undervalued, or are the bears right to be cautious? Join us as we plug into the data and break down every angle of the SMCI story.
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