Super Micro Computer: AI Hardware – The Stock Could Shift into Turbo Mode
More computing power. That is what the world wants and is looking for. It seems limitless right now, and Super Micro Computer is right in the middle of this massive hardware upgrade. Demand for complex server architectures and highly efficient liquid cooling systems is surging as tech companies worldwide upgrade their infrastructure for AI applications. Super Micro is benefiting directly from the buildout of global AI infrastructure, driving a historic boom in orders. Nevertheless, the stock price is highly volatile. This shows investors do not know where this journey is really headed. What is—or remains—fantasy, and what will become reality in the future?!
The business model is based on customised, virtually tailor-made end-to-end IT solutions that are characterised by high energy efficiency. For the 2026 fiscal year just ended, the company reported net revenue of USD 39.1 billion, representing a 77.8% increase over the previous year. The fourth quarter alone contributed USD 11.1 billion to annual revenue, leading to a recovery in the gross margin to 17.5%. With a net profit of USD 2.2 billion for the full year and new orders exceeding USD 60.0 billion, Super Micro demonstrates its operational quality and strength. For fiscal year 2027, management is targeting total revenue between USD 65.0 billion and USD 72.0 billion.
Despite this positive development and these already quite impressive growth figures, the stock’s market valuation paints a somewhat subdued picture in some respects. A certain degree of caution among market participants is evident. Super Micro has not yet paid a dividend, so there is no dividend yield metric. However, the relatively moderate P/E ratio compared to other AI stocks should still allow for upside potential. After all, the stock has been significantly higher in the past. At the current price level around USD 38, the stock still appears fairly undervalued compared to the rest of the industry. However, Super Micro’s sometimes high inventory levels also pose risks if the AI boom stalls. But if you believe the AI revolution will continue, you might want to add Super Micro to your watchlist, as the stock could break out above USD 42. A price above USD 50 would then be entirely possible; even USD 60 could be achievable if momentum remains strong.
From Super Micro Computer, which makes AI physically possible, we turn to Palantir, which processes data using its proprietary software.
Palantir Technologies: The “Data Oracle”
Palantir aims to continue growing. Therefore, its goal is to serve multiple markets. The goal is to move from a specialised supplier to US intelligence agencies to a sought-after software partner for the private sector—and thus reach a larger target audience and, consequently, more customers. The software company is rapidly evolving into a nearly indispensable operating system for large, data-driven corporations. Companies need it, and once they have used it, they usually do not want to do without it and will not switch to another provider.
The stock most recently opened with a sharp gap up in early August and formed a long green candle. The gap has not yet been closed, which is a bullish sign, and there is good reason to believe that this event was a pivotal point. The stock has been trading at these elevated levels long enough that the 50-day SMA could cross above the 200-day SMA. That would be an extremely bullish signal and would point to a price target in the range of USD 180 to USD 200.
Palantir’s business model is based on its highly advanced analytics platforms, which structure all data streams in real time, no matter how complex, and make them usable for companies. In the second quarter of 2026, Palantir generated total revenue of USD 1.935 billion, underscoring its positive operational performance. The US commercial business, in particular, emerged as the growth driver with a 149% increase. Revenue from US government agencies also rose by an impressive 90%, prompting the company to raise its annual forecast to as much as USD 8.158 billion. Peter Zaffino is set to join as Global Head of Financial Services in early 2027, and partnerships with PwC US are expected to be expanded. This strategic executive addition should not be to Palantir’s detriment, but rather should further strengthen its institutional market position in the long term.
From a fundamental perspective, however, the stock is by no means cheap at its current level of around USD 167. Critics such as “The Big Short” investor Michael Burry also take issue with the high valuation and compare the business model more to a labour-intensive management consulting firm than to a pure-play software company. Although Palantir, much like Super Micro, does not pay a dividend, the sustained record growth justifies an even higher price target for many analysts. It should remain exciting, as a massive short squeeze could also occur if Palantir continues to rise and investor enthusiasm knows virtually no bounds—or even breaks through them.
From Super Micro and Palantir, we turn to a commodities company still considered a hidden gem. Without commodities, AI expansion would not be possible, as commodities make AI infrastructure development feasible in the first place.
Strategic Resources: A Key Player in Green Steel and Critical Minerals
While the very large commodities giants like Barrick, BHP, Rio Tinto, and Newmont seem somewhat sluggish, Strategic Resources is emerging as a developer of critical minerals in politically stable regions. The Canadian company focuses on high-purity iron ore, vanadium, and titanium—metals indispensable to the global decarbonization of the steel industry. With key projects in Canada and Finland, Strategic Resources is positioning itself as a future pioneer in low-emission steel production.
The company took another step toward a successful future on May 26, 2026, by submitting all responses to Quebec’s Ministry of the Environment. This step represents a decisive advance toward obtaining approval to expand the planned pellet plant at the Port of Saguenay from 1.5 million to 4.0 million metric tonnes per year.
Just a few weeks later, on June 29, 2026, the next announcement followed. The vanadium-magnetite concentrate from the Mustavaara project in Finland was selected for the EUR 17.0 million FutSteel research project. Together with the steel group SSAB and the University of Oulu, the project is testing fossil-free, hydrogen-based steel production.
The company presentation highlights the foundation of the flagship BlackRock project in Quebec, which has an approved mine life of 39 years and resource potential exceeding 100 years. Thanks to the region’s strong infrastructure, the project benefits from affordable hydroelectric power at CAD 0.04 per kWh and a direct connection to a natural gas pipeline. A 10-year trading partnership with Javelin Global Commodities not only secures distribution but also provides a working capital credit line of USD 150 million. With the prospect of project financing of up to USD 300 million from Société Générale, as well as support from the governments of Canada and Quebec, the execution risk is significantly reduced.
In addition, a memorandum of understanding with Tyfast Energy opens the door to entering the lucrative vanadium-based battery materials market in the future.
From a technical analysis perspective, Strategic Resources’ stock is trading around CAD 0.25 and moving within a narrow range between CAD 0.24 and CAD 0.30. Most recently, the market “absorbed” large sell-offs amid high trading volume. Nevertheless, the price dipped briefly and temporarily fell below the range to CAD 0.24.
Only a sustained closing price above CAD 0.30, or ideally CAD 0.32, will confirm a successful breakout and clear the path toward CAD 0.40. This breakout has been attempted recently, but unfortunately it has not yet succeeded. However, if this breakout succeeds in a subsequent attempt, it could open up technical upside potential into the range of CAD 0.50 to CAD 0.60. For risk-conscious investors, the stock offers a compelling risk-reward ratio at current prices.**
Super Micro Computer remains a beneficiary of the AI infrastructure boom with tremendous revenue potential, but its margins and inventory levels require investors to have strong nerves. Palantir is impressing with massive commercial growth in the US and is establishing itself as the standard AI software. However, the stock is already ambitiously valued at current levels. Strategic Resources, on the other hand, as an emerging supplier of critical minerals, offers an opportunity that could unlock even more technical potential if it breaks out above CAD 0.30.
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