Supermicro published preliminary quarterly results Tuesday, but the report may have raised more questions than it answered.

As an aside, SNAP jumped post earnings yesterday - see “ Should You Buy, Sell, Or Hold SNAP Stock At $12? In our recent analyses, we argued for a range of outcomes. On one hand, there is potential for the stock to rise over 2x to $1,

Over the last month, Dell and Super Micro have been sparring in the headlines with new product releases. Just two weeks ago, Dell announced new innovations to its Dell AI Factory. The updates from the company address the ongoing needs to power high-density computing and AI workloads.