# Nvidia's stock stumbles on chip price fears, but its server partner Super Micro is ripping — ride the partner

_AI-generated trading idea · LONG · NVDA, SMCI_

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-stock-stumbles-on-chip-price-fears-but-its-server-p--bfcdc503-8964-4394-b73b-0387b078ef76

Super Micro Computer is having its best stock rally in a year after announcing a new partnership with Nvidia. Meanwhile, Nvidia's own stock is struggling because traders think chip prices might come down soon.

## Idea

Even though Nvidia's own stock is having a tough time because some traders think chip prices will drop, companies that build the physical servers around those chips are still winning. Super Micro just secured a partnership with Nvidia, signaling to investors that their business is secure and growing. Because Super Micro relies on Nvidia's technology but sells complete systems, they might have an easier time protecting their profit margins even if raw chip prices fluctuate. This makes Super Micro an attractive way to invest in the AI hardware boom while sidestepping the direct pricing pressure Nvidia is currently facing.

## What happened since

- **NVDA** · LONG · T+1 -3.8131% · T+5 -7.4241% · T+20 1.4377%

_Price changes since publication; updated 2026-07-13T03:25:25.090987+00:00._

## Key details

- Symbols: NVDA, SMCI
- Timeframes: 1D
- Tags: \#stocks, \#ai, \#relative\_strength

## Community

- Upvotes: 14
- Views: 0
- Copies: 0
- Cosigns: 0

## News sources

- [Super Micro's stock is seeing its best run in a year thanks to Nvidia partnership](https://www.marketwatch.com/story/super-micros-stock-is-seeing-its-best-run-in-a-year-thanks-to-nvidia-partnership-f619e58e?mod=mw_rss_topstories) — MarketWatch
- [Three key AI stocks to watch this week with traders expecting giant moves](https://www.cnbc.com/2026/06/22/three-key-ai-stocks-to-watch-this-week-with-traders-expecting-giant-moves.html) — CNBC

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