Aug. 18 at 6:41 PM
$CRWV $DELL $QQQ $SMCI $SPY 😂 “Company makes no money”… then explain the
$1.178 BILLION in quarterly net income.
Let’s use numbers instead of insults:
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$11.1B Q4 revenue
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$1.178B net income
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$1.70 adjusted EPS
🔥 17.6% non-GAAP gross margin
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$60B+ new orders
🔥 Record backlog
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$65B–
$72B FY27 revenue guidance
Margins and cash flow absolutely deserve scrutiny, but saying “SMCI makes no money” when it just reported more than
$1B in quarterly net income isn’t a serious argument.
And
$12.72? 😂 Show me the valuation model that gets you there.
You don’t have to like
$SMCI. You don’t have to trust management.
But you DO have to deal with the numbers. 🐂🔥