Super Micro Computer (SMCI) – SMCI Dubbed ‘Near Pure AI Play’ as AI Drives 70% of Revenue

Ghazal Ahmed

Tue, May 13, 2025, 3:03 PM 4 min read

We precocious published a database of 10 AI Stocks Surging connected News and Ratings. In this article, we are going to instrumentality a look astatine wherever Super Micro Computer, Inc. (NASDAQ:SMCI) stands against different AI stocks surging connected quality and ratings. According to Daniel Ives, planetary caput of exertion probe astatine Wedbush Securities, the US- China statement is erstwhile again creating a bull marketplace situation for tech.

“If you are a tech investor, this is simply a imagination scenario,” Ives noted connected CNBC’s “Worldwide Exchange.”

On Monday, the U.S. and China announced that they would temporarily trim tariffs connected each different for 90 days. Following the news, Wall Street’s 3 large indexes surged sharply connected the aforesaid day, with the S&P 500 marking its highest level since aboriginal March. READ ALSO: 10 AI Stocks successful Focus Amid U.S.–China Tariff Pause and 10 AI Stocks Making Moves This Week The U.S. said it volition chopped tariffs imposed connected Chinese imports to 30% from 145% portion China said it would chopped duties connected U.S. imports to 10% from 125%. Investors saw this arsenic a large affirmative surprise.

“It’s a alleviation rally due to the fact that determination was a batch of anxiousness and angst astir tariffs betwixt the U.S. and China. They are going to standard it down to overmuch much tenable levels truthful the fall-out from tariffs volition astir apt beryllium much manageable and limited.”

Unfortunately, the rally successful US banal futures paused arsenic investors focused connected a cardinal ostentation study and lingering economical concerns.

“The challenges are not over. The de-escalation was a batch stronger than adjacent the champion hopes, but you person to retrieve that the US system inactive faces mean of effectual tariffs of much than 13%.”

For this article, we selected AI stocks by going done quality articles, banal analysis, and property releases. These stocks are besides fashionable among hedge funds. The hedge money information is arsenic of Q4 2024. Why are we funny successful the stocks that hedge funds heap into? The crushed is simple: our probe has shown that we tin outperform the marketplace by imitating the apical banal picks of the champion hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks each 4th and has returned 373.4% since May 2014, beating its benchmark by 218 percent points  (see much details here).