Aug. 20 at 8:25 PM
$SMCI Bulls — I’m buying this dip, not fearing it. 🐂🔥
The news keeps getting BETTER:
✅ Independent investigation completed
✅ No evidence current senior management knew of the alleged diversion
✅ No evidence SMCI directly sold restricted products to known restricted parties/locations
✅ No finding that prior financial statements are unreliable because of the alleged diversion
✅ Compliance controls strengthened
And now look at the financials:
💰 Q4 revenue:
$11.1B, up ~91% YoY
💰 Adjusted EPS:
$1.70
💰 Non-GAAP gross margin: 17.6%, vs. 9.6% YoY
💰 Net income:
$1.178B, vs.
$195M YoY
🚀 Q1 FY27 revenue guidance:
$14.5B–
$15.5B
🚀 FY27 revenue outlook:
$65B–
$72B
So while bears focus on the daily candle, I’m looking at the bigger picture:
Explosive revenue growth + margin expansion + massive AI demand + major uncertainty being removed.
That’s exactly why I’m treating weakness as an ACCUMULATION opportunity.
The fundamentals aren’t dipping with the share price. 👀🔥
Bulls, know what you own….
$NVDA $DELL $HPE $CRWV
