SMCI.NE is trading 10.1% up at CA$10.91 as the stock rebounds from recent dilution-driven weakness following a positive analyst upgrade.
- GF Securities upgraded the stock to Buy, citing an attractive post-dilution valuation and robust demand for AI data-center infrastructure.
- Sentiment is further supported by the company's strategic partnerships with NVIDIA and SpaceX, helping the stock decouple from a broader tech selloff.