Aug. 27 at 7:35 AM
$SMCI
Is a
$24B company that just booked
$60B+ of Q4 orders and guided FY27 revenue to
$65–72B.
👉That’s ~0.6x last year’s sales and ~0.35x next year’s guide.
👉
$DELL ~2.2x sales / ~24x fwd earnings.
👉
$HPE ~1.9x / ~14x.
Cisco
$CSCO starts selling SMCI liquid-cooled NVIDIA racks in October. Vera Rubin is next.
The FACTS👇
If this ever gets even an HPE multiple on FY27 EPS, it’s ~
$60, not
$37.
The doghouse is the discount. The order book is the story.
