Super Micro Computer Cratered Again, Down 35% in One Month: This Lead Analyst Who Just Defended Nvidia Says Super Micro Computer Shares to Gain 140%
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A federal probe and an AI hardware rout gutted Super Micro in a month, yet one Wall Street analyst is standing firm while most peers shrug. Does his bullish call ignore the newest legal risk?
Directly affected
Indirectly affected
- SMH VanEck Semiconductor ETF-16.2% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- ASML ASML Holding N.V-13.3% 10d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing-10.2% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- AMD Advanced Micro Devices-10.2% 30d
Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- AVGO Broadcom+0.5% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.
- MSFT Microsoft+1.6% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| SMCI | +6.56% | +3.00% | base | after close | after close | after close | after close |
| NVDA | +12.42% | +1.63% | base | after close | after close | after close | after close |
| SMH | -7.61% | -3.62% | base | after close | after close | after close | after close |
| SOXX | -11.91% | -5.47% | base | after close | after close | after close | after close |
| QQQPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| ASML | -4.85% | +0.72% | base | after close | after close | after close | after close |
| TSM | -7.50% | -2.24% | base | after close | after close | after close | after close |
| AMD | -23.60% | -12.05% | base | after close | after close | after close | after close |
| AVGO | -19.45% | -8.83% | base | after close | after close | after close | after close |
| MSFTPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Super Micro Computer Cratered Again, Down 35% in One Month: This Lead Analyst Who Just Defended Nvidia Says Super Micro Computer Shares to Gain 140% Yahoo Finance
Source: Yahoo Finance
This story
| Company | When | Move | Status |
|---|---|---|---|
| AMD | three days earlier | -12.05% | final price |
| AMD | five days earlier | -23.60% | final price |
| ASML | three days earlier | +0.72% | final price |
| ASML | five days earlier | -4.85% | final price |
| AVGO | three days earlier | -8.83% | final price |
| AVGO | five days earlier | -19.45% | final price |
| NVDA | three days earlier | +1.63% | final price |
| NVDA | five days earlier | +12.42% | final price |
| SMCI | three days earlier | +3.00% | final price |
| SMCI | five days earlier | +6.56% | final price |
| SMH | three days earlier | -3.62% | final price |
| SMH | five days earlier | -7.61% | final price |
| SOXX | three days earlier | -5.47% | final price |
| SOXX | five days earlier | -11.91% | final price |
| TSM | three days earlier | -2.24% | final price |
| TSM | five days earlier | -7.50% | final price |
Trades by members of Congress and officials in the stocks in this story
- Donald J Trump, an executive branch official, bought Super Micro Computer (SMCI), worth $15,001 - $50,000 on 28 Aug 2026. That is 77 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Nvidia (NVDA), worth $1,001 - $15,000 on 23 Oct 2026. That is 21 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Gilbert Cisneros sold Nvidia (NVDA), worth $1,001 - $15,000 on 20 Oct 2026. That is 24 days before publication. Filed 10 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 37 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 21 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 35 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 52 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 80 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 70 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Advanced Micro Devices (AMD), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 84 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Advanced Micro Devices (AMD), worth $1,001 - $15,000 on 18 Aug 2026. That is 87 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 13 Oct 2026. That is 31 days before publication. Filed 5 Nov 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“Super Micro Computer Cratered Again, Down 35% in One Month: This Lead Analyst Who Just Defended Nvidia Says Super Micro Computer Shares to Gain 140%” scores 12 out of 100. The score uses 1 sources.