Super Micro Computer (SMCI) shares have fallen sharply, down 30.3% over one month and 7.6% in the latest session, after the company added the NVIDIA Vera CPU rack to its Data Center Building Block Solutions portfolio. The article says investors are reassessing AI-related risks and margin expectations. An analysis by RogueEP puts fair value at $55.85 per share versus a last close of $30.44, and rates the stock positively. Its model uses an 11.4% WACC and assumes AI capex could fall 48% from peak to trough, with a reference price of $38.09. The article also flags risks that AI capex could slow faster than expected or that thin margins could compress further.
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