Aug. 13 at 1:15 PM
$SMCI 🚀 The market is STILL pricing this AI infrastructure monster like the growth story is broken.
🔥 FY26 revenue: ~
$33B
🔥 Q4 revenue: ~
$12.3B
🔥 Q4 growth: ~88% YoY
🔥 Q4 gross margin: ~17%
🔥 New Q4 orders:
$60B+
🔥 FY27 revenue outlook:
$72B+
That
$72B outlook represents well over 100% potential annual growth, yet SMCI trades around a tiny fraction of forward sales while sitting directly in the
$NVDA/
$AMD AI infrastructure buildout.
The kicker? If execution continues and the market merely gives SMCI a 0.5x–0.75x sales multiple, the valuation math changes dramatically. Add meaningful short covering into a rerating and things could move FAST. 🔥
The market priced SuperMicro for failure. The numbers are starting to price a comeback.
$DELL $HPE 🚀📈