The perspective of mainstream says:

The perspective of mainstream says:
- Nvidia and Super Micro Computer are two AI stocks that have seen significant growth, with Nvidia's share price increasing 455% and Super Micro's share price increasing 1,150% in the last three years.
- Super Micro Computer leads in AI servers and is expected to gain market share in the coming years, with revenue projected to grow significantly.
- Nvidia's future outlook remains positive despite a delay in Blackwell shipments, with analysts expecting further gains.
- Super Micro Computer's stock has fallen due to concerns about declining gross margins, allegations from a short-seller, and a delayed filing of the company's annual report.
- The company's sales of dedicated AI servers have skyrocketed, but its stock has declined due to these concerns.
- Analysts from Bank of America found that companies that split their shares delivered 25% returns in the 12 months following the split, compared to 12% for the S&P 500.
- Super Micro Computer's recent quarterly results showed record revenue and adjusted earnings per share, despite profit margins taking a hit due to a shortage of server components.
- The company's growing share of the AI server market and analysts' expectations of its market share to increase to 17% by 2026 make it a buy ahead of its stock split.