leki
Equity Investor, Multibagger Research, Technical & Fundamental Analysis
2CRSi is undervalued because it is still seen mainly as a server-assembly hardware company, but scaling its 2CRSi Cloud solutions could unlock higher margins. If it reaches its targeted 12% margins it is a good play, and founder leadership gives management a personal incentive to execute. x.com x.comÂ
2CRSi is worth adding to a basket of European AI stocks as an NVIDIA Elite Partner shipping the HGX B300 with dual Xeon 6 sockets. It also has direct supply lines into Intel, AMD, Ampere, Samsung, Micron, Broadcom, SK hynix, Western Digital and Supermicro. x.comÂ
Cerebras's post-earnings selloff reflects an inability to deliver fast enough yet, not weak demand, a setup like an early Nebius. Its hardware IP delivers the most efficient inference on the market and already draws massive demand from Amazon and OpenAI, on the conviction that inference becomes AI's main demand source and speed the differentiator. What it lacks is infrastructure to scale hardware production and cloud capacity. The open question is whether it can execute as Nebius did. x.comÂ
2CRSi's management is difficult to trust after a short report alleging fraud, even though the allegations are not confirmed. The report, as quoted by @TheBigBerbowski, claims 2CRSi built a fraudulent US structure to fabricate a growth story and that almost all its revenue likely comes from an undisclosed related-party scheme; @TheBigBerbowski finds it hard to believe for a family-run firm with heavy insider ownership. x.comÂ
Super Micro Computer's strong demand outlook and revenue growth do not guarantee long-term strength. Margins, capital intensity, supply-chain risks and competition all matter alongside growth. Management has moved past earlier allegations, but sentiment still weighs on the valuation, so the risks deserve as much weight as the growth potential. x.comÂ
Super Micro Computer's nearly 40% drop over the past month is a market overreaction, since the allegations targeted a director, not the company, and found no company wrongdoing. Some of the pressure may have been competitor-driven or politically amplified. What matters is engineering strength: it builds roughly all of xAI's servers, is involved early in Terafab, and is often the first partner AI-chip startups such as d-Matrix turn to. It remains a long-term hold. x.comÂ
Super Micro is shifting from low-margin commodity assembly to high-margin rack-scale direct liquid cooling infrastructure, with gross margin expanding to 15-17%, nearly double its prior 8.2-8.4% outlook, alongside $60B+ in new quarterly orders. Q4 revenue near the low end of $11.0-12.5B guidance reflects supply constraints, not weaker demand, and next quarter's guide rose $20B to $72B. The key question is whether mid-teens margins are a sustainable reset for FY2027. x.com x.comÂ
Super Micro should be rerated after blowout 2027 projections: about $70B of revenue guidance against a roughly $20B market cap. The CEO dodged questions on 2027 gross margins and whether they improve by September, so margin estimates remain unclear. x.com x.comÂ
