Sep. 2 at 9:24 PM
$SMCI 🚀🐂
HPE just gave the market ANOTHER confirmation that the AI infrastructure boom is accelerating, right after Dell.
HPE Q3:
🔥 Revenue
$12.2B, +34% YoY
🔥 Server revenue
$6.8B, +35%
🔥 Data-center networking +112%
🔥 Cloud & AI revenue
$9B, +25%
🔥 Raised FY26 growth outlook to 34–37%
🔥 October-quarter revenue guidance of
$13.9–
$14.8B crushed the
$13B consensus
Read between the lines: AI infrastructure spending is NOT slowing down.
DELL confirmed it.
HPE confirmed it.
And SMCI is sitting directly in the hyperscale AI buildout that these companies are fighting to capture.
The article tries to frame hyperscale as the “low-margin race.” Fine. But when AI factories are being built at unprecedented scale, volume + execution + improving margins can become a monster earnings combination.
This is exactly why I believe the market is mispricing SMCI. The industry around it keeps reporting booming AI demand while SMCI continues to trade with a massive skepticism discount.
Eventually the narrative has to catch up with the numbers.
DELL earnings ✅
HPE earnings ✅
AI server demand ✅
AI networking demand ✅
Hyperscale capex ✅
Now imagine what happens when Wall Street stops pricing SMCI like AI infrastructure growth is disappearing.
I’m bullish. VERY bullish. 🔥📈
$NVDA $DELL $HPE #AI #DataCenters
