Aug. 24 at 3:25 PM
$SMCI $AMD $DELL $CRWV $NBIS : BULLS, PAY ATTENTION. 🚨🐂
SMCI is under heavy headline pressure right now, and bears are doing everything possible to turn every negative development into an attack on the entire investment thesis.
Don’t let noise replace the numbers.
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$11.1B Q4 revenue
🔥 ~91% YoY growth
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$1.18B quarterly net income
🔥 17.6% non-GAAP gross margin
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$65B–
$72B FY27 revenue guidance
And remember: SMCI says it isn’t a target of the Taiwan probe and hasn’t been accused of wrongdoing. Former employees are the target.
AI infrastructure demand didn’t disappear because of a headline.
Whether you’re holding NVDA, AMD, DELL, CRWV, NBIS, or SMCI, recognize what’s happening: fear is temporary; financial execution is measurable.
I’m focused on revenue, earnings, margins and AI demand.
Numbers over narratives. Fundamentals over fear.