Let's get back to our main question: Will Supermicro stock soar after Feb. 11? It's possible. If the company shows that certain elements like Nvidia's Blackwell launch or Supermicro's own DLC technology are driving growth, aggressive investors may pick up shares to get in early on this AI player, and that could lift the stock.

Investors will be focused on margins given competitive pressures in the market for AI servers. They’ll also be looking for an update on the company’s delayed financial filings.

Super Micro Computer's (SMCI) post-earnings rally on a modest quarter was accompanied by a slashed FY25 guidance. See my thoughts on ongoing delisting risks.