u/Benjo_McKazuie

TLDR; Super Micro is approaching ownership of 25% of the OEM AI server and systems market.

Source: Infotechlead.com

Dell Technologies used Dell Technologies World 2026 to reinforce its expanding position in enterprise AI infrastructure, highlighting strong momentum in AIservers, private AI deployments, edge computing, storage, networking, and AI ecosystem partnerships.

According to Technology Business Research (TBR) Principal Analyst Angela Lambert, Dell is approaching ownership of nearly half of the OEM AI server andsystems market as enterprises accelerate investments in AI infrastructure for model training, inference, agentic AI, and sovereign AI deployments.

TBR estimates show Dell held 46.7 percent of the 2025 OEM AI server and systems market, significantly ahead of competitors including:

Dell: 46.7 percent

Supermicro: 25.0 percent

Hewlett Packard Enterprise: 11.7 percent

Lenovo: 1.7 percent

Other OEM vendors: 15.0 percent

Prette sure someone uses this 2X Long SMCI ETF to short down the stock.

Never seen before amounts of FTDs have their closing deadline in the next two weeks ahead.

https://preview.redd.it/wvic5x3dyxyg1.jpg?width=569&format=pjpg&auto=webp&s=17f31b48d248e08fe99829f49dc46e1c1f31846f

SMCX has only 7M oustandings atm,

of which are additionally 26% short.

Let that sink in!

I think we'll see something similar to last ER week:

https://preview.redd.it/4516kjnkzxyg1.jpg?width=1289&format=pjpg&auto=webp&s=7dc56619ecc6dda3195657fd4101df97c6b73210

Just wanted to leave this here.

Very interesting that the Institutional Ownership never really changed after SMCI sucessfully filed all the required financial reports to avoid NASDAQ delisting in February.

Currently sitting at 334,031,252 Shares or 55.77% (598,989,428 Outstanding)

https://preview.redd.it/ey1wz1ew7tyg1.png?width=1200&format=png&auto=webp&s=8c4c19ed5414e8001537754637df14df3a7a88c1

Source:

https://fintel.io/so/us/smci

Yes, today was a Securities Class Action filed Against Super Micro Computer, Inc.

But:

If everything goes accordingly to the guidance for Q3'26 we'll see EPS of $0.60- this quarter, which brings us to $1.79- for the last 12 months.

If you compare with other companies:

- DELL trl P/E: 23.6

- HPE trl P/E: 24.1

- VRT trl P/E: 76.7

When you apply a multiple like DELL we would be at: 23.6 * 1.79 = $42.24

65% upside