'Đó là một quyết định từ chối quyết liệt,' Nhà đầu tư hàng đầu nói về Cổ phiếu SMCI

“Fool me once, shame on you; fool me twice, shame on me,” goes the old saying. And when it comes to Super Micro Computer (NASDAQ:SMCI), the market seems to have gotten the message – and is heading for the exits.

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The company’s latest transgression has sent the stock into a tailspin, with shares plunging 33% in Friday’s session. The arrest of co-founder Wally Liaw, along with others, over the alleged smuggling of banned Nvidia-powered servers to China has sent shockwaves throughout the market.

It’s not like these are the first signs of governance troubles that have afflicted the company in recent history, either. Just last year, SMCI was in danger of being delisted from the Nasdaq after failing to file its quarterly reports on time.

Even those who had been willing to give the company the benefit of the doubt for past missteps are no longer so forgiving. That includes top investor James Foord, who has had enough of the tomfoolery.

“Super Micro Computer is now uninvestable due to severe governance and trust issues stemming from new criminal allegations,” states the 5-star investor, who is among the top 3% of stock pros covered by TipRanks.

Foord had offered a bullish take on SMCI just last month, enticed by the company’s record Q2 revenue of $12.7 billion, raised guidance of $40 billion for FY 2026, and its firm place in the AI infrastructure stack. The investor was also encouraged by indications of margin expansion and rack-scale AI factory deployments.

While none of these items have changed, per se, Foord has simply lost trust in the company.

“Fundamental or technical analysis cannot offset the overwhelming governance and reputational risks,” emphasizes Foord, adding that SMCI can no longer be valued like any regular company.

Moreover, it’s not just investors who are questioning their belief in SMCI, as its customers will also likely be reassessing their partnership with the embattled company. Foord predicts that any signs of hyperscaler diversification or moves away from SMCI will further punish the share price.

In hindsight, Foord admits that the delayed financials should have sent him scrambling for cover. This is now the second strike against SMCI, and he has zero interest in sticking around for strike three.

“With thousands of quality, honest companies out there, I see no reason to buy SMCI at this point,” concludes Foord, who has downgraded SMCI to a Strong Sell. (To watch James Foord’s track record, click here)

Wall Street, however, is largely staying on the sidelines. With 3 Buys, 7 Holds, and 3 Sells, SMCI carries a consensus Hold (i.e., Neutral) rating, while the 12-month average price target of $38.89 still points to potential upside of 89%. (See SMCI stock forecast)

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