Aug. 19 at 4:26 PM
$SMCI 🚀🔥 THE RERATING HAS ONLY JUST BEGUN…
Forget the noise and look at the numbers:
💰
$11.1B Q4 revenue
📈 Nearly 100% YoY growth
🔥
$60B+ new orders in Q4
💵
$1.70 adjusted EPS
🚀
$65B–
$72B FY27 revenue outlook
AI infrastructure demand is exploding, and SMCI is sitting directly in the middle of it.
Meanwhile, Wall Street celebrates AI demand when discussing
$NVDA,
$DELL and
$CRWV, then suddenly discovers the thesaurus for “risk” when SMCI comes up. 😂
That’s okay…..
Let the analysts chase their price targets. Let the media chase the narrative. Bulls can follow the NUMBERS.
If execution continues, I believe the market eventually has no choice but to close this valuation gap.
SMCI isn’t chasing the AI revolution. It’s helping build it. 🐂🔥🚀
$AMD