# AI stocks ignoring good news and sinking — bet against Super Micro Computer

_AI-generated trading idea · SHORT · SMCI_

> Canonical page: https://commonquant.ai/research/for-you/ai-stocks-ignoring-good-news-and-sinking-bet-against-super-m--ce6ed8e6-d5d7-4c78-90a7-7d2ab1feb926

Shares of AI server company Super Micro Computer plunged 9% today, even after announcing a major $2 billion deal. Meanwhile, legendary investor Ray Dalio warned that the artificial intelligence boom is showing classic signs of a financial bubble.

## Idea

Super Micro Computer had been a massive winner in the AI craze, but today the stock dropped 9% despite having positive news. When a stock ignores good news and goes down anyway, it usually means the enthusiasm has dried up and bigger players are exiting. Add in the fact that one of the world's most respected investors, Ray Dalio, is now publicly warning about an AI bubble, and it suggests the recent momentum has stalled. The market is shifting from buying anything related to AI to being much more skeptical, making this a prime opportunity to bet against the most volatile stocks in the sector.

## Key details

- Symbols: SMCI
- Timeframes: 1D
- Tags: \#stock, \#tech, \#AI

## Community

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## News sources

- [Super Micro Computer Sinks 9%, Gorilla Technology Tumbles 20% Despite $2 Billion India AI Infrastructure Deal](https://finance.yahoo.com/markets/stocks/articles/super-micro-computer-sinks-9-173757582.html) — Yahoo Finance
- [Ray Dalio Sounds the AI Bubble Alarm \| Open Interest 6/3/2026](https://www.bloomberg.com/news/videos/2026-06-03/open-interest-6-3-2026-video) — Bloomberg

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