Some investors are touting SMCI stock as the next NVIDIA, while others are classifying it in the same category as AI chip stocks. That's entirely wrong. Super Micro Computer or SMCI is a hardware retailer with a shady past that most investors probably don't know about. We cracked open the SMCI 10-K to learn more about this company that's seen some rather stellar revenues growth on the back of demand for NVIDIA GPUs. Unfortunately, that demand may dissipate once the supply problem is rectified and this 30-year old company will go back to doing what they've always been doing - but hopefully none of those widespread irregular accounting practices the SEC fined them for. That's a showstopper for us, not that we would have invested in $SMCI stock anyway. If you want a pick-and-shovel play on AI and the growth of big data, there are much more appealing AI stocks out there to choose from.


Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at ⁠https://www.nanalyze.com/nanalyze-weekly/⁠. This episode is pulled from a YouTube presentation. View the original presentation at ⁠https://youtu.be/aH_k_BlNPSM.

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