SMCI Gathering Analyst Optimism as A.I. Skepticism Builds

Supermicro (SMCI) got an upgrade from JPMorgan Chase to neutral from underperform, giving the stock a bump higher this morning. Jeff Pierce notes the rally comes amid skepticism across the tech sector, as Supermicro itself recovers from its major sell-off following accounting uncertainties. There's added uncertainty as Jeff points to Nvidia (NVDA), which remains listless in trading. Dan Deming offers an example options trade for Supermicro.

Morning Trade Live

21 Mar 2025

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