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A contractor plea just put Super Micro Computer's supply chain under federal scrutiny, and its rivals are lapping it in 2026 by a staggering margin. Whether that gap signals danger or a rare opening depends on what happens next.
Super Micro Computer (NASDAQ:SMCI) stock dropped 8% to $35.85 this afternoon, leaving the stock up 22% in 2026. The year-to-date gain still might look healthy, and it raises a simple question for shareholders: take profits in SMCI stock or hold on? Measured against the companies selling the same equipment, the picture…