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SMCI Turnaround: FOMO 2.0?

SMCI Turnaround: FOMO 2.0?

Schwab Network · Schwab Network

May 16, 20256m 25s

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Show Notes

Jeff Pierce joins Next Gen Investing to highlight Supermicro (SMCI) as shares pop higher on news of its $20B partnership with Saudi Arabia's Datavolt. Shares of SMCI have fallen nearly 50% from year-ago levels, but this week have turned positive year-to-date in 2025. Jeff explains the uncertainty surrounding the company's audit & accounting practices, but also points to potential tailwinds with the current tech sector surge.


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