Aug. 13 at 2:32 AM
$SMCI vs
$DELL 🔥 THE NUMBERS MAKE MY PICK EASY: SMCI.
SMCI just exited FY26 with numbers that look more like a hyperscale AI infrastructure company than a traditional server OEM:
🚀 FY26 revenue:
$40.0B — +82% YoY
🚀 Q4 revenue:
$12.7B — +121% YoY
🚀 Q4 GAAP EPS:
$0.31
🚀 Q4 non-GAAP EPS:
$0.41
🚀 FY27 revenue outlook: AT LEAST
$72B
🚀 That’s roughly 80% projected YoY growth
🚀 Q1 FY27 revenue guide:
$15–16B
Now compare the growth profile with Dell. Dell is a much larger, diversified company with PCs, storage, servers and services, but that maturity also means its overall revenue simply isn’t compounding anywhere close to SMCI’s pace.
That’s the bull thesis in one line:
SMCI:
$40B →
$72B+ revenue target.
When SMCI executes on that guidance AND margins continue recovering, the market may eventually have to stop valuing it like a troubled legacy hardware company and start pricing the magnitude of its AI infrastructure growth.
Dell is the established giant.
SMCI is the AI infrastructure growth machine I’m betting on. 🐂🔥🚀
$NVDA $AMD $SPCX
