A message from our friends at Stansberry Research Google's next big bet?
On Monday, June 30, Google announced a partnership that could change the world forever. It just inked a massive contract with a tiny, private firm set to generate virtually LIMITLESS energy. Its technology could trigger a energy market shock... supercharge the AI revolution... and save homeowners tens of thousands of dollars. One former Google insider says this technology "could be even more important than the industrial revolution." No wonder Google is investing in the company with the best chances of turning it into a reality. Now – thanks to a little-known "backdoor" into this red-hot startup – it's your turn. Click here to get its name and ticker symbol FREE. But hurry, this backdoor won't be open for much longer. Regards, Whitney Tilson
Editor, Stansberry Research P.S. Google invested in streaming video, self-driving cars, AI, and the Internet of Things long before they became huge – this could be next. Click here to get the details before it's too late.
Wednesday's Bonus Content Super Micro Computer Sees Unusual Volume—Catalyst Ahead?Written by Gabriel Osorio-Mazilli 
Key Points - Super Micro Computer stock's volume has broken out to show investors a new potential catalyst in the way that could bring the stock even higher.
- Institutions are buying the story, expecting these views to be fulfilled in the coming months.
- Wall Street sees triple-digit EPS growth coming up, which could send the stock price to new highs.
Whenever investors spot a spike in trade activity for a given stock, there is typically a significant event already underway in the company, causing new capital to flow into or out of the stock, or some unknown information has been leaked, triggering such an unusual action. This is why tracking unusual trade activity can be a helpful tool to remember. In this case, there is considerable commotion within the technology sector, with developments in the artificial intelligence race and ongoing trade tariffs between the United States and China; any piece of information can make the difference between a winning trade and a losing one. The latest unusual activity has been identified in shares of Super Micro Computer Inc. (NASDAQ: SMCI). Investors appear to have developed a new perspective on the company’s future, prompting this type of activity. The question now is what they may have seen happening, or what is already happening, for the stock to fulfill these bullish expectations. What’s Happening to Super Micro Computer Stock? As of July 14, 2025, 62 million shares were traded on the day, which is considerably above the typical 38 to 40 million daily traded shares. While not the most alarming event, it warrants some investigation, especially considering all the moving pieces happening right now within the technology space regarding macro. A few key pieces of information that could propel Super Micro Computer stock higher. First, Meta Platforms Inc. (NASDAQ: META) announced plans to expand its data center footprint across the United States, potentially creating a new wave of demand for Super Micro Computer’s services in liquid-cooling technology for these data centers. Secondly, President Trump announced a new $70 billion investment bill to further develop the artificial intelligence infrastructure in the United States, which means onshoring many of the data centers currently held overseas by other industry giants. Of course, the influx of data centers could (and likely will) create a bottleneck in energy demand, as the current grid is not built out to sustain the volume of data centers that are projected to be held and operated inside the nation; therefore, efficiency is a must for this project. That is precisely where Super Micro Computer comes into play, and it shouldn’t be a surprise for investors to see this breakout in shares traded happen right around the same time this new $70 billion investment was announced. However, one day’s data isn’t enough to trigger a new position from investors; more information is needed. Is the Market Buying the Story? One thing is to see traders get behind this catalyst and story; another is to see the rest of the market back the idea with sentiment gauges like Wall Street analyst ratings, short interest, and specific institutional buying, which act as further votes of confidence in Super Micro Computer's ability to fulfill these expectations. Regarding Wall Street analysts, it appears that the most recent ratings haven’t fully reflected the stock's recent performance. Considering that Super Micro Computer rallied up to 26.4% over the past month alone, most (if not all) of the recent targets have already been priced in. Whenever this happens, a new ratings and valuation boost is surely right around the corner, as long as the company's underlying financials and fundamentals allow for such an event to happen. Considering where earnings per share (EPS) expectations are headed, investors can reasonably assume that a valuation boost is likely. Wall Street analysts expect to see Super Micro Computer report up to $0.74 in EPS for the fourth quarter of 2025, a significant jump from today’s reported $0.31 in EPS for a net increase of 138% clearly justifying another big jump in the stock price and where analysts see it valued. Now, when it comes to checking what the smart money is doing today, investors can note up to $31 million in institutional buying over the past quarter, which is an additional buying pressure from last quarter’s $475 million in buying. Chances are these institutions were part of that high-volume day footprint, choosing to tip their hand. All told, all the factors are in place for Super Micro Computer stock to meet the expectations set by these traders, who have driven the stock’s volume outside its norm. From technical factors to fundamental rules and even a new catalyst in place, this is one technology name investors won’t want to miss.
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