SA analyst upgrades/downgrades: GE, MSFT, SMCI, AMGN
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Super Micro Computer, Inc. (SMCI) has been downgraded from Buy to Hold by an analyst due to ongoing shipment delays, a volatile operational model, and weak pricing power, despite strong demand for AI infrastructure. The analyst noted that while there are growth catalysts such as advanced cooling systems and partnerships, these do not compensate for the company's low margins and operational volatility. The downgrade reflects concerns over the company's ability to improve margins before a potential investment.
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