Aug. 10 at 6:32 PM
$SMCI 🐂🔥 Tomorrow is SHOWTIME.
Compare the AI infrastructure opportunity across SMCI,
$DELL and
$HPE:
🔥 SMCI: Q4 revenue guided near the low end of
$11–
$12.5B
🔥 SMCI:
$60B+ in new orders reported during Q4
🔥 SMCI: Gross-margin guidance around 15–17%
🔥 DELL: Major AI-server player, but much more diversified
🔥 HPE: Strong AI/networking exposure, also spread across multiple businesses
Here’s why I’m pounding the table on SMCI: it doesn’t need to beat Dell or HPE in size, it needs to prove that its valuation discount is WAY too large.
Tomorrow’s earnings could provide that catalyst.
If SMCI confirms massive demand, converts backlog into revenue, protects those mid-teens margins and delivers strong forward guidance, Wall Street may be forced to rethink this valuation.
$60B+ orders.
$11B+ quarterly revenue opportunity. 15–17% margins.
Tomorrow, management gets the microphone. EXECUTE and let the numbers do the talking. 🐂🔥🚀🚀
$QQQ $SPY