Deeply binding NVIDIA "AI giant stock" Super Micro Computer (SMCI.US) once again received institutional buy-in.

Due to the role of Super Micro Computer, Inc. (SMCI.US) in the artificial intelligence (AI) revolution, investment research firm Hedgeye analyst Felix Wang has joined the ranks of those bullish on the stock. Wang stated that the biggest driver of Super Micro Computer's rise is its close collaboration with NVIDIA Corporation (NVDA.US), especially in building AI GPU-based servers. As of Tuesday's closing, Super Micro Computer has risen over 7%, and has risen over 300% so far this year; NVIDIA has also risen over 7%, with an 86% increase so far this year. Before the boom in artificial intelligence, Super Micro Computer's performance was strong, with an average revenue growth rate of around 42% over the past two years. "We lean towards a scenario of too much demand chasing too little supply," Wang added. "This scenario is happening in the AI server space, where Super Micro Computer is an emerging super player." Wang stated that the demand for artificial intelligence is accelerating, requiring more complex data center infrastructure, an area where Super Micro Computer has an advantage. With its deep collaboration with NVIDIA over the years, Super Micro Computer's high-performance AI server products can be used to build AI server clusters, high-performance computing clusters, and store and manage large-scale AI-related data. Therefore, the company's server and storage solutions are of great significance in supporting the development of artificial intelligence. Wang predicts that Super Micro Computer's earnings per share for the 2025 fiscal year will reach $35, and for the 2027 fiscal year, it will reach $58. Wang also forecasts that the company's stock price will rise by 25% this year and by 45% over the next two years. Overall, Wall Street analysts have given Super Micro Computer a "moderate buy" rating, with an average target price of $956.33, a decrease of 18% from the current level.