Aug. 25 at 11:45 PM
$SMCI 🚀🐂
Look at the ecosystem SMCI is positioned in:
🔥
$NVDA — next-gen GPU/AI platforms
🔥
$AMD — Instinct AI accelerators & rack-scale systems
🔥
$SPCX — xAI massive AI compute infrastructure
🔥
$CSCO — expanding AI networking + NVIDIA collaboration
🔥 SMCI — high-density servers, rack-scale integration & liquid cooling
Now add the numbers:
💰 Q4 revenue:
$11.1B
💰 Q4 net income:
$1.18B
📈 FY27 revenue guidance:
$65B–
$72B
NVIDIA + AMD provide the compute. Cisco provides critical networking. xAI is consuming enormous amounts of AI infrastructure.
SMCI helps put the entire AI factory together.
This isn’t some speculative AI story. SMCI is sitting directly in the middle of a historic infrastructure buildout.
The valuation still doesn’t reflect the opportunity, IMO.
EXTREMELY BULLISH SMCI. 🐂🔥🚀