Micron Technology stock is down over 40% from its year-to-high peak as analysts turn bearish toward the memory market.

Super Micro Computer stock has plenty more upside ahead, according to a Needham analyst who expects investors to buy up shares of the server maker, which he thinks will be a successful AI play. Quinn Bolton initiated coverage of Super Micro with a Buy rating and a $600 price target,

Everybody knows that Super Micro Computer Inc. is top dog in the artificial-intelligence server market with a “dominant share,” according to Mizuho Securities — but that doesn’t mean investors should buy the stock.