Carlsquare/Vontobel weekly trading note: SMCI an interesting but risky AI case
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Carlsquare/Vontobel weekly trading note: SMCI an interesting but risky AI case

MFN Publicerad: 10 Apr 08:56
Super Micro Computer

This week's case is Super Micro Computer, where we have seen a recent surge in the share price due to its exposure to increased demand for storage and server solutions to secure big data for AI. We believe this will increase volatility in the share price ahead of its Q3 2024 report, due on 29 April 2024. The S&P500 Q1 2024 earnings season kicks off this week with some of the major US banks reporting on Friday 12th April.

As the demand for high-performance computing increases amid the trends of AI, big data and cloud computing, Super Micro Computer (SMCI)'s rapid adoption of new chip technologies gives it a competitive advantage. This was evident in a strong Q2 2024, with revenues doubling compared to Q1 2024. SMCI's share price has soared in 2023 and is up 255.3% in 2024. This is likely to lead to increased volatility in the SMCI share price until the Q3 2024 report is released on 29 April.

The S&P500 Q1 earnings season kicks off this week with some of the major US banks reporting on Friday 12th April. Analysts' earnings expectations for Q1 reports have been lowered since 31 December 2009.
                                                                                                                                         
Please find out more in our weekly letter on certificates Vontobel.com: Read the weekly newsletter here
 
Link to the Swedish-translated version
 
Read more

About Vontobel:

As a globally operating financial expert with Swiss roots, Vontobel specializes in wealth management, active asset management and investment solutions. Digital Investing bundles different investment solutions for private investors either directly or via ecosystems. Read more

About Carlsquare

Carlsquare is a global research firm and financial advisor, focusing on M&A, Equity
Research and Growth Equity. Carlsquare has 150 employees with deep sector knowledge in all 11
GICS sectors. The senior equity research team has extensive experience about the stock
environment and several business sectors. The team produces company research reports,
independent valuations and trading notes. The group have offices in Canada, Denmark, France, Germany, Poland, Sweden, United Kingdom and United States. Read more

Contact
MARKUS AUGUSTSSON
Head of Equity Research
[email protected]
+46 (0)76 235 03 20

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