Skip to contentHome page Seeking Alpha - Power to InvestorsMar 21, 2026, 9:49 AM ETSuper Micro Computer, Inc. (SMCI) Stock, SMCI:CA StockThe Asian Investor31.74K FollowersCommentsSuper Micro Computer (SMCI) shares plunged 33% after DOJ indicted individuals, including a co-founder, for smuggling restricted Nvidia GPUs to China.Despite the indictment, SMCI itself was not named as a defendant, and its core AI server business remains robust with significant top-line growth.SMCI now trades at a forward P/E of 6.9x, a 63% discount to its 3-year average, creating a potential contrarian revaluation opportunity for high-risk investors.Short-term sentiment risk is elevated, but long-term prospects hinge on execution and secular CapEx trends in the data center market.KanawatTH/iStock via Getty ImagesAI server maker Super Micro Computer (SMCI), which has had its fair share of self-created problems in the last few years as the company missed important reporting deadlines and at some point was evenThis article was written byThe Asian Investor31.74K FollowersI am interested in a lot of technology and AI stocks like Google, Nvidia, AMD, Tesla and Amazon.Analyst’s Disclosure: I/we have a beneficial long position in the shares of SMCI, NVDA, DELL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments