GlassHouse Research Posts On X "We are long Super Micro Computer $SMCI for the foreseeable future. Our analysis suggests that the risk-to-reward ratio and valuation are highly favorable for the stock at this time...."

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Super Micro Computer, Inc.

SMCI

44.90

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https://x.com/GlassH_Research/status/1833178595734536613

As far as the accounting goes, we believe that Hindenburg missed the mark as the quantitative accounting metrics do not line up with their published short thesis. Additionally, the recent filing delay seems to be a precautionary measure in response to Hindenburg's report. If the company provides clarity or a minor revision, we anticipate a potential rebound in the stock.

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