As Gold Pushes Toward Record Levels, Roth Capital Raises Its Target on U.S. Gold Corp. (NASDAQ: USAU)!

Gold’s powerful rally—recently holding above $4,300 an ounce—has reignited interest in quality mining developers, particularly those operating in stable jurisdictions. U.S. Gold Corp. (NASDAQ: USAU) is emerging as one of the most compelling U.S.-based stories, anchored by its fully permitted CK Gold Project in southeast Wyoming.

This advanced-stage gold-copper asset boasts strong economics, low projected operating costs, and a streamlined path to construction in 2026. Recent strategic land acquisitions and infrastructure planning further strengthen USAU’s operational readiness while reinforcing its commitment to responsible, community-focused development.

That momentum is now being echoed on Wall Street. Roth Capital recently increased its price target on USAU to $26 per share, maintaining a Buy rating and underscoring confidence in the company’s execution and leverage to higher gold prices.

With copper supply tightening amid the global electrification push and U.S. policymakers prioritizing domestic critical mineral production, USAU is uniquely positioned at the intersection of national strategy and market demand.

Backed by a growing base of analyst support, a shovel-ready flagship project, and exposure to two essential metals, U.S. Gold Corp. is gaining traction as a potential leader in America’s next mining cycle.

See why rising gold prices and bullish analyst upgrades are putting USAU firmly on investors’ radar

This Week's Exclusive Content

Super Micro's Rubin Rally: Is the AI Server Comeback Real?

Author: Jeffrey Neal Johnson. Date Posted: 1/8/2026.

Quick Look

The company has solidified its manufacturing capacity for advanced liquid cooling solutions to support the upcoming generation of NVIDIA processors.
Management successfully negotiated a significant new revolving credit facility to provide the capital needed to fund a massive inventory expansion.
Revenue projections for the upcoming quarter suggest a dramatic operational recovery driven by high demand for artificial intelligence infrastructure.

The stock market loves a comeback story, but it demands proof before paying for it. For investors in Super Micro Computer (NASDAQ: SMCI), the last year has been a grueling test of patience, marked by regulatory fears and extreme volatility. The narrative is finally beginning to shift. On Jan. 5, shares of the server manufacturer rallied roughly 5%, stabilizing around $30–$31 after a critical business update that suggests the company is returning to normal operations.

For much of 2024 and 2025, headlines about Super Micro focused on survival: Could the company file its financial reports on time? Would it be delisted from the Nasdaq? Those existential threats are now largely in the rearview mirror. The conversation on Wall Street has moved from "Will they survive?" to "Can they execute?"

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The primary catalyst for renewed optimism is the confirmation that Super Micro has expanded manufacturing capacity to support NVIDIA’s (NASDAQ: NVDA)Vera Rubin and Rubin AI platforms. That confirmation is the signal investors wanted: it indicates Super Micro's relationship with NVIDIA—the dominant AI chip supplier—remains intact. With regulatory and accounting concerns easing, investors are refocusing on fundamentals, which point to a substantial operational ramp-up in 2026.

The Safety Check: Why Bankruptcy Risk Has Faded

Before assessing upside, investors must be comfortable with downside risk. Over the last 12 months, that downside has diminished significantly. The biggest fear—the possibility of being removed from the Nasdaq—has abated.

Super Micro regained full compliance with listing requirements in February 2025. That milestone, together with the appointment of BDO USA as independent auditor and a Special Committee investigation that found no evidence of management fraud, has improved the company’s governance profile.

But in hardware, compliance alone isn't enough; liquidity matters. In late December 2025, Super Micro finalized a new $2 billion revolving credit facility. To see why this matters, consider the company's working capital needs.

The Cost of Inventory: Building AI servers is capital-intensive. Before Super Micro can sell a $100,000 server rack, it often must purchase expensive chips from NVIDIA up front, creating a meaningful cash strain.
The Confidence Vote: Securing a $2 billion credit line from major lenders signals that banks believe Super Micro is solvent and can service its debt. That facility materially reduces the immediate threat of bankruptcy or a liquidity crunch.

The Rubin Factor: Why New Hardware Drives Growth

With the liquidity safety net in place, attention turns to technology. The January 2026 announcement about NVIDIA's current Blackwell (NVL72) chips and the upcoming Vera Rubin and HGX Rubin systems validates Super Micro's technical advantages—its moat.

As AI chips grow more powerful, they generate far more heat. The new Rubin chips deliver high performance but also run hotter, and traditional air cooling in many data centers is no longer sufficient. That is where Super Micro has an edge.

The company has heavily invested in Direct Liquid Cooling (DLC). While some competitors are still scaling liquid-cooling production, Super Micro is already executing at scale.

Capacity: It currently has the manufacturing capability to ship over 2,000 liquid-cooled racks per month.
Efficiency: For data center operators, liquid cooling can cut energy costs by up to 40%.

This time-to-market advantage matters. Super Micro uses a Building Block architecture that makes it faster to swap components and integrate new liquid-cooling plates than vendors that sell standardized black boxes. That agility helps explain why NVIDIA continues to allocate coveted chips to Super Micro.

Sales vs. Margins: $11 Billion Guidance and the Price War

The most compelling part of the bull case is the company's revenue outlook. In the first quarter of fiscal 2026 (ended Sept. 30, 2025), revenue was roughly $5 billion—large, but below Wall Street's ~$6.5 billion estimate.

Still, markets price forward. Management projects the current quarter (Q2 FY2026) to see a dramatic acceleration, with revenue forecast at $10 billion to $11 billion.

If realized, that implies roughly a doubling of revenue in a single quarter, suggesting supply constraints are easing and the backlog of NVIDIA-system orders is converting into shipments and cash.

The Profitability Trade-Off

There is a trade-off: revenue growth has come with compressed margins. Gross margin recently fell to about 9.3%, down from a historical range closer to 15–17%.

The decline largely reflects a fierce price war with Dell Technologies (NYSE: DELL). Dell—which controls an estimated 20% of the AI server market—has used its scale to push lower prices. Super Micro has matched those prices to defend and grow market share.

Think of it as a land grab: Super Micro is sacrificing short-term margins to secure long-term contracts. The bet is that customers who adopt the company's liquid-cooled racks will be less likely to switch later, making volume the priority over margin for now.

Is SMCI a Turnaround in Motion?

Super Micro is trading far below its all-time highs, reflecting last year's governance and operational turmoil. For investors willing to tolerate volatility, the current valuation may present an interesting entry point.

The urgent governance issues appear resolved with new auditors and compliance measures. The liquidity shortfall has been addressed with the $2 billion credit facility. Crucially, the NVIDIA partnership is expanding with the Rubin platform, positioning the company to surpass $10 billion in quarterly revenue if management's guidance holds.

The primary risk remains compressed profit margins. Investors should watch whether Super Micro can re-expand margins after locking in customer deployments against competitors like Dell. For now, the hardware roadmap and renewed supply relationships indicate the company is operational and competing aggressively in the AI server market—no longer written off, but fighting for its place in the AI supercycle.

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As Gold Surges, Wall Street Raises the Bar for USAU.