Jul. 28 at 1:42 PM
$SMCI The media narrative around SMCI has been impossible to ignore.
When there’s positive news, record AI demand, expanding gross margins (15–17% preliminary vs. prior 8.2–8.4% guidance), and over
$60B in new orders, many headlines barely mention it.
But when negative stories emerge about broader industry investigations or export-related probes, SMCI often becomes the headline, even when reports have also discussed other major companies in the AI server ecosystem, including
$DELL,
$HPE, and
$NVDA, in connection with the broader matter. The spotlight frequently seems to fall disproportionately on SMCI.
Long-term investors should focus on what ultimately drives valuation:
• Over
$60B in new orders
• Preliminary gross margins of 15–17%, nearly double prior guidance
• Massive AI infrastructure demand
• Continued leadership in AI server deployments
Headlines create volatility. Fundamentals create long-term value.
Do your own research. Follow the numbers, not just the narrative. #AI #DataCenters
