logo
Will Super Micro Stock's Outperformance Last?

Will Super Micro Stock's Outperformance Last?

Forbes16-04-2025

LAS VEGAS, NEVADA - MARCH 10: Charles Liang, CEO of Supermicro, and Liz Claman speak onstage during ... More the HumanX AI Conference 2025 at Fontainebleau Las Vegas on March 10, 2025 in Las Vegas, Nevada. (Photo by Bigfor HumanX Conference)
Super Micro Computer stock has risen roughly 10% so far this year, compared to the broader S&P 500, which has dropped about 8% year-to-date. Despite this gain, the stock is still down nearly 70% from its all-time highs reached in March 2024. Recently, a few positive developments—such as growing demand for its AI server systems and some resolution of corporate governance concerns from last year—have helped lift sentiment. So, is now the right time to consider buying SMCI stock?
Although SMCI stock shows potential, investing in a single company carries risks. In contrast, the Trefis High Quality Portfolio, composed of 30 stocks, has consistently outperformed the S&P 500 over the past four years. Why? Because these stocks have delivered superior returns with lower volatility compared to the broader index, as demonstrated in the HQ Portfolio performance metrics.
Invest with Trefis
Market Beating Portfolios | Rules-Based Wealth

Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

Imaginarium Labs Announces Launch of AI-Assisted Visual Writing Platform for Storytellers
Imaginarium Labs Announces Launch of AI-Assisted Visual Writing Platform for Storytellers

Associated Press

time21 minutes ago

  • Associated Press

Imaginarium Labs Announces Launch of AI-Assisted Visual Writing Platform for Storytellers

Imaginarium Labs announces the launch of its all-in-one writing platform that enhances storytelling through AI-powered structure, visual planning, and creative control. United States, June 7, 2025 -- Imaginarium Launches Comprehensive AI-Enhanced Writing Platform Focused on Visual Story Development Imaginarium Labs has officially announced the release of its AI-assisted visual writing platform, marking a significant innovation in digital storytelling. Designed to transform the traditional writing experience, the new platform introduces a human-centered interface that blends creative autonomy with AI-enhanced planning and narrative structure. The announcement follows a three-year development cycle led by founder Alex Stanin and a focused team of engineers, designers, and AI specialists. Their mission was to build a product that allows storytellers to manage complex narratives, develop immersive worlds, and streamline their creative process—all without compromising artistic integrity. Stanin stated that the platform was born out of a personal struggle with fragmented writing tools and a desire to craft a single environment where imagination could flourish without distraction. Announcement of a New Creative Paradigm The official launch of the introduces what the company calls a 'visual narrative universe' for writers, authors, screenwriters, and collaborative teams. The platform provides a seamless space for outlining, drafting, character development, and formatting—offering visual tools to organize timelines, track themes, map relationships, and explore world-building with clarity. The announcement addresses a key challenge in modern storytelling: managing increasingly complex projects while maintaining creative momentum. The Imaginarium app offers a structured yet flexible approach, enabling users to plan and revise with the benefit of spatial design elements rarely found in writing platforms. The company confirmed that the Imaginarium App is now fully operational and open to the public. The tool includes dedicated modules for fiction authors, screenwriters, and multi-format creators developing content for television or digital media. AI-Assisted Storytelling With Human Control In response to growing debates around AI-generated content, Imaginarium announces its commitment to a writer-first AI model. The platform uses artificial intelligence to offer intelligent suggestions on pacing, dialogue, character consistency, and world logic—but it does not write the story. According to Stanin, the role of AI in Imaginarium is to reduce creative fatigue, not author the work. 'Our mission is simple,' said Stanin. 'We want writers to stay in full control of their narratives. The AI handles structure and repetitive tasks so creators can focus on storytelling.' The AI co-pilot is presented as an optional tool rather than a driver, reinforcing the company's position that storytelling is a human endeavor enhanced by technology, not overridden by it. All-in-One Toolkit for Novelists, Screenwriters, and Creative Teams With the official release, Imaginarium becomes one of the first platforms to integrate a full suite of creative tools under one architecture. This includes chapter planning, auto-formatting for screenplays, print-ready manuscript exporting, detailed location and character builders, and real-time team collaboration. Unlike conventional tools that specialize in one area of writing, Imaginarium announces support for the entire creative lifecycle—from ideation to final manuscript formatting. The platform's visual structure enables authors to view and interact with their content spatially, making it easier to identify narrative gaps or inconsistencies. The company has confirmed support for individual creators and collaborative teams, positioning Imaginarium as scalable for studios, co-writers, and development houses managing serialized content or franchise universes. Commitment to Ethical Technology and Creative Empowerment In its public launch announcement, Imaginarium Labs emphasized its ethical approach to artificial intelligence, prioritizing creative integrity over automation. All AI components within the platform are designed to assist rather than dictate, focusing on consistency checks, dialogue flow, and pacing improvements. The platform also distinguishes itself through its visual design philosophy. Story elements are not confined to text blocks or folders but are presented in interconnected maps, timelines, and networks that mirror how many creators think and plan. This approach is intended to foster deeper engagement with story mechanics and narrative cohesion. Strategic Development and Future Vision The company has announced ongoing investment in community engagement and educational resources. Plans include webinars, storytelling forums, interactive tutorials, and mentorship opportunities that connect users to industry professionals. Stanin confirmed that the company is actively gathering feedback from early adopters to inform feature enhancements and roadmap priorities. The goal is to evolve Imaginarium into a central creative hub for writers across mediums and skill levels. The launch announcement also included a call to action for writers looking to join a growing ecosystem committed to elevating their work through thoughtful design and intelligent support tools. About Imaginarium Imaginarium is a next-generation writing platform that merges visual planning, narrative structure, and AI-powered support to assist storytellers across genres and formats. Founded in 2022 by Alex Stanin, Imaginarium's mission is to provide creators with a distraction-free environment that promotes deep storytelling, collaborative development, and intuitive control over complex narratives. The platform is designed to serve novelists, screenwriters, world-builders, and creative teams seeking an integrated solution for story development. Media Contact Name: Alex Stanin Email: [email protected] Title: Founder Contact Info: Name: Alex Stanin Email: Send Email Organization: Imaginarium Website: Release ID: 89161858 Should any problems, inaccuracies, or doubts arise from the content contained within this press release, we kindly request that you inform us immediately by contacting [email protected] (it is important to note that this email is the authorized channel for such matters, sending multiple emails to multiple addresses does not necessarily help expedite your request). Our dedicated team will promptly address your concerns within 8 hours, taking necessary steps to rectify identified issues or assist with the removal process. Providing accurate and dependable information is at the core of our commitment to our readers.

Here's why the Scottish Mortgage share price is back at 1,000p
Here's why the Scottish Mortgage share price is back at 1,000p

Yahoo

time24 minutes ago

  • Yahoo

Here's why the Scottish Mortgage share price is back at 1,000p

The Scottish Mortgage Investment Trust (LSE: SMT) share price has risen to £10 again in recent days. This means it's up nearly 50% over the past two years, and 23% since early April. Here, I want to look at what might have fuelled the recent turnaround, and whether it could continue. Scottish Mortgage's focus on disruptive companies more often than not leads it to the tech-packed US stock market, particularly the Nasdaq. Around 61% of the FTSE 100 investment trust's portfolio is in US stocks. Therefore, a recovery in share prices across the pond has underpinned Scottish Mortgage's short-term performance. The Nasdaq is now 28% higher than its April trough. That said, there have also been some notable jumps in a few key holdings. Latin American e-commerce giant MercadoLibre hit an all-time high in early June, as did audio streaming platform Spotify. Indeed, Spotify stock is now up 805% since the start of 2023! While the trust has been selling some Nvidia shares recently, it's still a significant holding (around 2.3% of the portfolio). And the AI chip king has also been on a hot streak, surging 51% since the April sell-off. It should also be noted that the FTSE 100 itself is now just a whisker away from a 52-week high — and therefore a new record. One key theme that Scottish Mortgage has invested in heavily is the digitalisation of global finance. It has called this one of 'the world's most transformative trends'. Key holdings here include MercadoLibre and Nu Holdings (Nubank) in Latin America, Affirm and Stripe (unlisted) in the US, and Sea Limited and Ant Group (unlisted) in Asia. Sea is up 61% this year, while Affirm has rebounded 62% since early April. Somewhat rarely for the trust, it does have a couple of UK-based fintechs in the portfolio. These are money transfer app Wise and neobank Revolut, which is private. The Wise share price jumped close to a record high this week after the firm posted strong annual results. Wise also said it intends to transfer its primary listing to the US, which will allow it to work towards inclusion in major US indexes. Whether the trust keeps rising in the near term is largely dependant on what the US market does. We know Trump's tariffs are hurting the global economy, so this is a risk to American corporate earnings and the value of Scottish Mortgage's portfolio. Investors in the trust need to be prepared to ride out sometimes stomach-churning periods of volatility. On the flip side, the global IPO market is warming back up again (though not in London, unfortunately). Revolut is reportedly preparing for a public listing that could value the company at over $45bn, while Ant Group might list in Hong Kong later this year. These massive IPOs could help boost Scottish Mortgage's net asset value (NAV), assuming they're well-received by investors. It would also help relieve worries about the true value of its unlisted assets. Either way though, I still think Scottish Mortgage shares are worth considering. They're currently trading at an 10.8% discount to NAV, which I think is attractive given the long-term growth potential of the portfolio. The post Here's why the Scottish Mortgage share price is back at 1,000p appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Ben McPoland has positions in MercadoLibre, Nu Holdings, Nvidia, and Scottish Mortgage Investment Trust Plc. The Motley Fool UK has recommended MercadoLibre, Nu Holdings, Nvidia, Sea Limited, and Wise Plc. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Are these the best American stocks for my ISA?
Are these the best American stocks for my ISA?

Yahoo

time24 minutes ago

  • Yahoo

Are these the best American stocks for my ISA?

At the moment, US-listed stocks account for also exactly half of my ISA holdings. To be precise, around 42% of my Stocks and Shares ISA is in cash — I'm a little wary at the moment — and 29% in both international (all North American) and UK-listed stocks. So, why am I a little wary? Well, I'm being more selective about US stocks because the sharp rise in tariffs this year has fundamentally changed the investment landscape. Between January and April 2025, the average effective US tariff rate soared from 2.5% to 27%. These are levels not seen in over a century. It had settled slightly at 17.8% in May, but negotiations are ongoing. Such high tariffs are likely to be raising input costs, squeezing corporate profit margins, and dampening earnings growth. I'm focusing on the metrics because, in today's environment, growth alone isn't enough—valuations must be justifiable. With the S&P 500's forward price-to-earnings (P/E) ratio at 21.3 — above both 5- and 10-year averages — it's crucial to find companies where earnings multiples make sense relative to their growth prospects. As always I'm prioritising growth-adjusted ratios like the P/E-to-growth (PEG) ratio, which help identify stocks offering genuine value for their expected growth, but being even more selective than usual. So, who are they? Well, Pinterest (NYSE:PINS) stands out as fundamentally cheap by most metrics, while Alphabet (NASDAQ:GOOGL) trades at lower multiples than its peers despite similar growth trajectories. In my view, this makes both attractive, non-speculative picks in a market where speculation is increasingly risky. Pinterest currently trades at a forward P/E of 17.7 times and a PEG ratio of 0.53, reflecting strong expected earnings growth at a reasonable valuation. The company's AI-powered ad tools and a growing international user base have driven double-digit revenue growth, with Q1 2025 revenue up 16% year on year and global monthly active users reaching 570m. Despite these strengths, Pinterest remains heavily dependent on digital advertising, making it sensitive to shifts in advertiser budgets and broader economic cycles. It's also very geographically reliant on North America for revenues, and this represents a risk as well as an opportunity. The region represents less than one-fifth of total users but nearly 80% of sales. However, there's plenty to be positive about. Al really seems to be a game changer, and has contributed to the company's improving profitability and attractive growth profile. Alphabet trades at a forward P/E of 17.3 times. That's above the communications sector median of 13.6 but about 30% below its own five-year average, signalling a more attractive entry point relative to its history. The PEG ratio stands at 1.16, lower than the sector's 1.43, indicating solid expected earnings growth for its valuation. I'd also add that Alphabet is more than just a communications stock, which makes its valuation so attractive. Recent performance has been strong. In Q1 2025, Alphabet reported 12% revenue growth to $90.2bn, with Google Cloud up 28% and operating margin expanding to 34%. Risks? There are always risks even with some of the largest companies in the world. One here is Alphabet potentially being forced to divest Chrome in an anti-trust trial. However, for me, its wide economic moat and diversified growth engines underpin long-term appeal. I've recently bought both these stocks. The post Are these the best American stocks for my ISA? appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. James Fox has positions in Alphabet and Pinterest. The Motley Fool UK has recommended Alphabet and Pinterest. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025 Sign in to access your portfolio

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into the world of global news and events? Download our app today from your preferred app store and start exploring.
app-storeplay-store