I reiterate a 'Buy' rating for Super Micro Computer with a one-year price target of $70 per share despite current challenges. Super Micro faces scrutiny from Hindenburg's short report, a delayed 10K ...
TL;DR: NVIDIA and MediaTek have delayed their Arm-based N1X AI PC processor launch to Q1 2026 due to silicon redesigns, Microsoft OS delays, and weak notebook demand. The chip targets premium consumer ...
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