Supermicro (SMCI) — What Changed
Material changes in the AI committee's view · 9 events tracked · Detected nightly
2026-07-31 MATERIAL
▲ Agreement ShiftSMCI's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).
42.90 → 57.10 (+14.2)
2026-07-31 MINOR
▼ Score ChangeSMCI's Committee score moved from 53.26 to 52.50 (-0.76, 1 day(s) apart).
53.26 → 52.50 (-0.8)
2026-07-30 MATERIAL
▼ Agreement ShiftSMCI's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).
57.10 → 42.90 (-14.2)
2026-07-30 MINOR
▼ Score ChangeSMCI's Committee score moved from 53.80 to 53.26 (-0.54, 1 day(s) apart).
53.80 → 53.26 (-0.5)
2026-07-28 MINOR
▼ Score ChangeSMCI's Committee score moved from 55.85 to 53.80 (-2.05, 1 day(s) apart).
55.85 → 53.80 (-2.0)
2026-07-24 MINOR
▲ Score ChangeSMCI's Committee score moved from 53.37 to 54.72 (+1.35, 1 day(s) apart).
53.37 → 54.72 (+1.4)
2026-07-18 MINOR
▼ Score ChangeSMCI's Committee score moved from 54.66 to 53.23 (-1.43, 1 day(s) apart).
54.66 → 53.23 (-1.4)
2026-07-17 MINOR
▲ Agreement ShiftSMCI's Committee agreement moved from 33.30% to 42.90% (+9.60pp, 1 day(s) apart).
33.30 → 42.90 (+9.6)
2026-07-17 MINOR
▲ Score ChangeSMCI's Committee score moved from 50.93 to 54.66 (+3.73, 1 day(s) apart).
50.93 → 54.66 (+3.7)
How Change Detection Works
Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →