Aug. 27 at 3:48 PM
$SMCI 🚨 is trading like the AI boom is ending while the numbers are screaming the opposite.
Nvidia just reported
$96.2B in revenue, including
$89B from Data Center alone. AI infrastructure spending isn’t disappearing — it’s getting BIGGER.
And who helps turn those GPUs into deployable AI infrastructure? Supermicro.
🔥 Rack-scale AI systems
🔥 Direct liquid cooling
🔥 Nvidia + AMD ecosystem exposure
🔥 Positioned for the massive data-center buildout
🔥 FY27 revenue guidance of
$65B–
$72B
At these levels, I believe SMCI is HIGHLY UNDERVALUED relative to its growth opportunity.
Bulls keep complaining about shorts, options and manipulation. Want to make the strongest bullish statement? Own the actual shares.
I’m buying value, not fear.
The market can misprice a company temporarily. It can’t ignore explosive revenue growth forever.
🐂
$NVDA $AMD $MSFT $AMZN