Aug. 18 at 10:10 AM
$SMCI 🚨🐂 BULLS, DON’T LET A MINOR DIP SHAKE YOUR CONVICTION.
I’m not interested in giving up shares because of normal volatility. I’m looking at weakness as an opportunity to accumulate responsibly.
The thesis remains:
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$11.1B quarterly revenue
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$1.70 adjusted EPS
🔥 ~17% gross margin
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$60B+ new orders
🔥 Record backlog
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$65B–
$72B FY27 revenue guidance
The market can shake the tree. Bears can scream. Headlines can change daily.
But if the fundamentals keep executing, patience gets rewarded.
Know your risk, size accordingly, but I’m not letting a few red candles scare me out of the bigger AI infrastructure story.
Minor dips? I’m looking for shares, not the exit. 🐂🔥🚀
$NVDA $DELL $CRWV $NBIS