It’s been a hell of a year for Super Micro Computer (NASDAQ: SMCI). The stock is up almost 100% YTD and still trading ~15% off its 2024 highs. It’s one of those names that lives between retail euphoria and deep institutional conviction. With earnings just around the corner (August 5), and the market heating up again on AI infrastructure demand, I figured it’s time to share my full take — no sugarcoating, no hype.

What Figma Really Is - And Why It’s Not Just a "Design Tool"

Nike’s latest earnings report has reignited the debate among investors: is this iconic brand merely stumbling, or has it lost its edge in an increasingly competitive market? With Q4 2025 financials now public and retail investor sentiment sharply divided, it's time to reassess Nike’s near- and long-term prospects.