Aug. 17 at 4:11 PM
$SMCI 🐂🔥The media narrative keeps focusing on the overhangs, old headlines and controversy while the underlying AI infrastructure business keeps moving forward.
At some point, numbers > narratives.
SMCI just reported
$11.1B quarterly revenue, nearly 100% YoY growth,
$60B+ in new orders during the quarter, and guided FY27 revenue to
$65B–
$72B.
You can debate management. You can debate valuation. But you can’t pretend SMCI isn’t sitting directly in the middle of the AI infrastructure buildout.
The narrative can stay bearish longer than expected, but if execution continues, eventually the valuation has to answer to the fundamentals.
I’m betting the numbers win. 🚀
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