Super Micro Computer (SMCI) shares gain on the chip hardware maker’s long-term forecast despite some recent challenges. Defiance ETFs CEO and chief investment officer Sylvia Jablonski joins Seana Smith and Brad Smith on Morning Brief to discuss the updates coming out of the company and the shifts in the stock.”The market liked what it heard with the stock initially,” Jablonski explains. “We saw the stock fall after the [preliminary] earnings announcement; they were kind of shy on revenue expectations and then shy on the 2025 outlook, but when we heard that potential $40 billion going into 2026, I think that’s really what perked up investors.””They have a unique story here,” Jablonski tells Yahoo Finance, explaining, “They pretty much provide data center servers liquid cooling technology for some of the top data center AI companies like Nvidia (NVDA) and AMD (AMD). And so, they have this key relationship with the leader of AI, and I think that they have this unique product that essentially no one else on the market has … they’re well positioned to be a top player as AI continues to grow.”Jablonski says February 26, the day after Super Micro says it will file its delayed filing, “will be telling.” She adds, “Part of this will be, again, just kind of getting past February 26th and having a steady run of clean reporting and filing on time and things like this.”
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