Aug. 19 at 10:10 PM
$SMCI That’s exactly why I don’t rely only on AI, I check the numbers.
Yes, SMCI traded as low as
$19.48 over the past 52 weeks. And yes, I previously questioned whether it could reclaim
$30 and said ~
$40 might be the ceiling. Then the facts changed.
Since then SMCI reported:
🔥
$11.1B Q4 revenue, +93% YoY
🔥 17.6% non-GAAP gross margin
🔥
$1.70 adjusted EPS
🔥
$60B+ new orders + record backlog
🔥
$65–
$72B FY27 revenue guidance
And the stock subsequently pushed above
$40.
So you’re actually proving my point: when new data invalidates an old thesis, you change the thesis.
Being wrong and adjusting is investing. Being wrong and refusing to adjust is ego. 🎯
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