Beaten down Super Micro Computer (NASDAQ:SMCI) delivered exactly the kind of update investors had been waiting for after the US market close on Tuesday 21 July: evidence that explosive AI-server growth may finally be translating into much stronger profitability. The shares jumped roughly 16% in after-hours trading after Super Micro said gross margin for its … Continue reading Super Micro Computer: margin shock revives the AI-server bull case — but governance risk still matters