SMCI will catch up with its historical value and its peers - DELL & HPE (Information Only, Not a recommendation)

SMCI made mistakes and paid its due. Based on the information available, Super Micro Computer (Supermicro) completed its independent board-led investigation on August 20, 2026, clearing current senior management of any knowledge or involvement in an alleged $2.5 billion illegal Nvidia chip smuggling scheme to China.

We don’t care what a stock came from, we focus on where it is going from here for the long term (3+ years).

PE Ratio: DELL (~30), HPE (~28), SMCI (~12)

If you believe in AI build out, SMCI has large backlog and could be a good investment.