BofA is skeptical, CEO is optimistic: Super Micro sees very, very large growth potential and plans to expand in Europe!

At Super Micro (SMCI), following the successful placement of the convertible bond of over 2.3 billion USD, we are hopeful that trust in the company will increase again. The investment plans of the hyperscalers and the ongoing demand for computing power are expected to drive rising demand for AI servers, racks, and liquid cooling in the coming quarters. Super Micro anticipates that the market share for liquid-cooled data centers will increase from 1% to 30%. On July 9, 2025, there are two catalysts for the stock, and if it resumes its breakout by...