Aug. 14 at 7:00 PM
$SMCI 🐂🔥 The media disconnect is becoming impossible to ignore.
$DELL beats? “AI demand is booming.” 🚀
$CRWV grows? “AI infrastructure has massive upside.” 🚀
Other AI plays rally? “The AI supercycle continues.” 🚀
Then SuperMicro delivers
$11.1B revenue, nearly 100% YoY growth,
$60B+ in new orders and guides FY27 revenue to
$65B–
$72B… and suddenly the conversation shifts to every possible risk. 😂
Same AI infrastructure boom. Same massive demand. Completely different narrative.
That’s fine with me. Fundamentals eventually overpower headlines.
Let the media chase the story. Let analysts chase their price targets. I’ll keep watching the numbers. 🐂🚀🔥
$NVDA $HPE