May 20th, 2025 | 07:05 CEST
Super Micro, NetraMark, Rigetti – Trump push promises potential
The suspension of tariffs between the two superpowers, the US and China, continues to boost technology and semiconductor stocks such as Nvidia and Super Micro Computer. Tech giant Apple, which initially suffered from the 145% tariffs imposed by US President Donald Trump, is also benefiting enormously from the current deal. AI stocks have also performed well in their wake and are poised for further upward momentum.
time to read: 3 minutes
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Author:
Stefan Feulner
ISIN:
SUPER MICRO COMPUT.DL-_01 | US86800U1043 , NETRAMARK HOLDINGS INC | CA64119M1059 , RIGETTI COMPUTING INC | US76655K1034
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"[...] In Canada, there is $1.75 of debt for every dollar of disposable income - and that was true even before the pandemic. [...]" Karim Nanji, CEO, Marble Financial
Author
Stefan Feulner
The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
He is passionate about analyzing a wide variety of business models and investigating new trends.
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Super Micro Computer – Still on the rise
Following the dramatic price losses in the wake of US President Donald Trump's announcement of punitive tariffs, technology stocks, particularly chip companies such as Nvidia and Super Micro Computer, crashed disproportionately. The San José-based company lost almost 60% of its value since its peak and marked an interim low of USD 27.60. Thanks to the recovery, Super Micro shares then began a strong rebound and sustainably crossed the 200-day EMA at USD 41.76 in the past trading week. The indicators continue to show bullish signals, and with an RSI of 68.83, there are no signs of overbought conditions yet.
The share price received a boost from the announcement of a strategic partnership with DataVolt to build hyperscale AI campuses, starting in the Kingdom of Saudi Arabia. This collaboration aims to provide high-performance AI infrastructures using Super Micro's direct liquid cooling, which is powered by sustainable, CO2-neutral technology.
Super Micro will supply ultra-dense GPU platforms, storage solutions, and plug-and-play rack systems for DataVolt's green data centers. The liquid cooling is expected to reduce electricity costs by up to 40%, accelerate deployment, and increase energy efficiency.
The US company is planning an integrated solution comprising servers, networks, storage, and cooling, enabling rapid implementation with up to 20% lower operating costs. The final contracts are still pending. According to experts, the product value of the planned collaboration is estimated at at least USD 20 billion.
NetraMark – Revolution in pharmaceutical research
The shares of AI innovator NetraMark are also performing relatively strongly compared to the overall market. After a ramp-up of over 1,000% between August 2024 and March 2025 to a high of CAD 1.79, the share price subsequently entered a sideways range between CAD 1.25 and CAD 1.64. The share price currently stands at CAD 1.44. If it breaks out of the range discussed, the next target would be new all-time highs.
In light of the development of the NetraAI platform, which could elevate clinical trials in the pharmaceutical industry to a new level through advanced modern data analysis and the use of artificial intelligence, a significant upward surge is not unlikely. By converting clinical trial data into actionable insights, the platform improves decision-making and significantly reduces the duration of trial timelines.
NetraMark is aiming for positive EBITDA by the end of the year, a goal that is becoming more tangible thanks to recently concluded partnerships. The Company's proprietary NetraAI platform will be distributed through the global network of Worldwide Clinical Trials (WCT), representing a significant milestone for the Company founded in 2016.
NetraMark has already established collaborations with the National Institute of Mental Health and a leading top 5 pharmaceutical company. These strategic alliances lay the foundation for the platform's rapid scaling. If the experienced management team succeeds in realizing this potential, the current market capitalization of CAD 116.09 million could soon be shattered.
Do not miss the next International Investment Forum on May 21, 2025, where CEO George Achilleos will present the latest developments. Click here to register.
Rigetti – Weak figures, strong share price
Quantum computer stocks celebrated their resurrection in the second half of the last stock market year, and since then, the industry has been one of the most discussed on various boards and communities. Rigetti, which specializes in the development and provision of quantum computers, pursues a "full stack" approach, in which both hardware and software are developed in-house. The Company uses superconducting qubits and operates its own manufacturing facilities, such as the "Fab-1" plant in California. Rigetti also offers access to its quantum computers via its Quantum Cloud Services platform, including services such as Amazon Braket and Microsoft Azure.
The quarterly figures presented last week were disappointing, but the share price still rose, reaching USD 11.85. If momentum remains strong, a fresh buy signal would be generated at USD 12.34, which should initially push the share price into the USD 15 range. Compared to the same quarter last year, revenues fell by 51.8% to USD 1.47 million, remaining well below analysts' expectations of USD 2.56 million.
The adjusted result presented a mixed picture: the loss was USD 0.08 per share, twice as high as forecast. Nevertheless, this represents an improvement on the previous year's figure of USD 0.11 per share. The operating loss rose to USD 21.6 million, around USD 5 million more than the previous year. At the same time, cash outflows amounted to USD 23.6 million. Cash and cash equivalents shrank by USD 30.5 million to USD 37.2 million.
Super Micro Computer continues its upward trend and could continue to gain momentum. Rigetti disappointed with its quarterly figures. NetraMark could see a revaluation soon thanks to the scaling of its AI platform.
Conflict of interest
Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.
In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.
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