| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-08-25 | BUY | MEDIUM | Rob Black Show Afternoon podcast 8-25-26 |
Up 9% on the day as Cisco expanded its rack-scale systems partnership with Super Micro for the secure AI factory. [audio] | -4.6% | +7.9% | — |
| 2026-08-12 | HOLD | MEDIUM | Rob Black Show Afternoon podcast 8-12-26 |
Super Micro jumped 14% on results that were largely in line with guidance, but Rob said he prefers Dell or HP Enterprise to Super Micro. [audio] | -2.7% | +6.6% | — |
| 2026-07-30 | MENTIONED | LOW | Rob Black Show Semiconductors Help Drive Gains |
Supermicro is up 8% today; mentioned among other winners. [audio] | +6.0% | +33.7% | — |
| 2026-07-27 | MENTIONED | LOW | Rob Black Show Markets Meander As Oil Falls |
Super Micro down 4%; affected by memory chip market. [audio] | -3.9% | +25.4% | — |
| 2026-07-22 | BUY | HIGH | Rob Black Show Oil Prices Hitting Their Highest Levels In Over A Month |
Supermicro is surging after issuing preliminary results and receiving over $60 billion in new orders. [audio] | -15.9% | +21.9% | — |
| 2026-06-11 | MENTIONED | MEDIUM | Rob Black Show Stocks Rebound But Gains Limited |
Super Micro Computer raising money for AI; stock got hit. [audio] | -4.1% | -11.4% | +21.8% |
| 2026-06-11 | SELL | HIGH | Rob Black Show Afternoon podcast 6-10-26 |
Host expresses negative sentiment, saying Super Micro 'doesn't make my checklist' and will 'never make it to my list.' [audio] | -4.1% | -11.4% | +21.8% |
| 2026-06-10 | SELL | MEDIUM | Rob Black Show Stocks Slide Amidst Surging Inflation |
Supermicro plunges after announcing $7 billion equity financing, host criticizes dilution and compares to Alphabet. [audio] | -5.1% | -3.3% | +37.5% |
| 2026-06-02 | BUY | HIGH | Rob Black Show Afternoon podcast 6-2-26 |
Listed as a company responsible for manufacturing servers and infrastructure hardware that moved higher on AI news. [audio] | -19.0% | -45.7% | -25.7% |
| 2026-06-02 | MENTIONED | HIGH | Rob Black Show Markets Start The Day With Highs |
Mentioned as climbing in price due to the new AI play focusing on servers. [audio] | -19.0% | -45.7% | -25.7% |
| 2026-05-29 | MENTIONED | LOW | Rob Black Show Thinking About A Shopping List |
Host mentions Supermicro as a stock helped by Dell's impressive AI infrastructure quarter results. [audio] | -9.7% | -33.5% | -16.6% |
| 2026-05-28 | SELL | HIGH | Rob Black Show Afternoon podcast 5-28-26 |
Host expresses a grudge against the stock and explicitly states preference for owning Dell instead. [audio] | +13.6% | -25.8% | -9.5% |
| 2026-05-12 | BUY | MEDIUM | Rob Black Show Stocks Move After High Inflation Reading |
Mentioned in the context of improving fundamentals and AI deployment continuing to move forward. [audio] | -6.8% | -2.5% | -4.1% |
| 2026-05-06 | SELL | HIGH | Rob Black Show Afternoon podcast 5-6-26 |
Host expresses skepticism about Supermicro despite its 24% gain, citing concerns about smuggling chips into China. [audio] | -7.7% | +20.1% | -8.6% |