Super Micro Computer Weighs Adding to U.S. Manufacturing Footprint - Barron's
1. SMCI plans to expand domestic manufacturing amid rising costs in Silicon Valley. 2. CEO Liang recognizes past U.S. manufacturing challenges and infrastructure issues. 3. SMCI's stock up 40% this year; however, it's down 51% over the last 12 months. 4. High short interest at 21.26% raises speculation on price movements. 5. Analysts say reputational damage limits SMCI's stock valuation despite strong AI position.