Super Micro Stock Doubled in a Month. Now the Key Is Knowing When to Sell.

In early December, I wrote a Barron’s cover story that featured Super Micro Computer as one of three stocks best positioned to benefit from the buildout of AI data centers. Super Micro had already rallied on AI hype, but the market was missing the true potential. The stock still traded at a modest 15 times 2024 consensus earnings heading into a significant growth opportunity.