Sep. 2 at 2:44 PM
$SMCI 🚀 The setup keeps getting stronger.
Dell just proved AI infrastructure demand is still ripping, with massive server growth, huge AI orders, and Wall Street rewarding the stock for it.
Now look at Supermicro:
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$11.12B quarterly revenue
🔥 ~93% YoY growth
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$1.18B net income
🔥 17.5% GAAP gross margin
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$60B+ in new orders
🔥 Record backlog
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$65B–
$72B FY27 revenue guidance
This is the part bears keep ignoring:
AI capex is not slowing down. It is accelerating.
Dell’s numbers validate the same exact demand wave SMCI is exposed to — AI servers, rack-scale systems, liquid cooling, GPU infrastructure, and hyperscale data center buildouts.
If Wall Street is willing to re-rate DELL for AI infrastructure growth, then SMCI doesn’t need a fantasy story.
It needs execution.
And if SMCI keeps executing while revenue, backlog, margins, and AI demand keep moving higher?
That valuation gap starts looking harder and harder to justify…
The opportunity here isn’t about hype.
It’s about being positioned in the middle of one of the biggest infrastructure spending cycles in decades.
SMCI is still one of the purest high-growth ways to play it. 🐂🔥
$SMCI $DELL $NVDA $AMD
