Shares of Super Micro Computer, Inc. are up more than 250% year to date, amid a wave of speculative momentum which may be unjustified. While the company is benefiting from strong demand for its AI ...
Plenty of semiconductor names are under accumulation right now. You can see that with the strong YTD +20.64% performance in the VanEck Semiconductor ETF (SMH). But there’s a powerful fundamental ...