Name: Tech Corner: SMCI Valuation Tailwinds, Financial & Competition Headwinds
Uploaded: 2026-02-27T21:28:58.602-06:00
Duration: 6 min 57 s
Description: After Nvidia (NVDA) dominated attention of the AI trade this week, George Tsilis turns to a stock that has fallen under many investors' radars: Supermicro (SMCI). As George notes, the company beat its most recent earnings but faces steepening competition against peers. The stock is cheap compared to the rest of the tech sector, though margins can cut into profits.

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After Nvidia (NVDA) dominated attention of the AI trade this week, George Tsilis turns to a stock that has fallen under many investors' radars: Supermicro (SMCI). As George notes, the company beat its most recent earnings but faces steepening competition against peers. The stock is cheap compared to the rest of the tech sector, though margins can cut into profits.

Tech Corner: SMCI Valuation Tailwinds, Financial & Competition Headwinds

Expert commentary about top moving stocks, sectors, and commodities, along with CEO and analyst interviews.