Jul. 28 at 11:54 AM
$SMCI 🚀 The louder the bears get, the more it tells me they’re worried.
When the conversation shifts from debating fundamentals to nonstop fear, sarcasm, and personal attacks, it’s often because the fundamental bear case is getting harder to defend.
Here’s what hasn’t changed:
✅ Record
$60B+ backlog
✅ Expected gross margins of 15–17%, well above prior guidance
✅ AI infrastructure spending remains strong across the industry, with companies like APLD and CORZ continuing to report expansion and new AI commitments.
✅ SMCI remains a major supplier of AI servers for NVIDIA, AMD, and Intel platforms.
If the business were truly falling apart, the numbers would reflect it. Instead, the company has pointed to strong demand and improving margins.
Volatility is part of growth stocks. So is skepticism. Every major winner has had periods where negative sentiment overwhelmed the headlines before the fundamentals reasserted themselves.
I’m sticking with the data, not the drama.
The rhetoric is getting louder, but so are the fundamentals. 🚀📈
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