Jul. 24 at 1:43 PM
$SMCI 🚨 Bulls: Ignore the fear and focus on the facts.
The bears want you staring at every red candle because they can’t explain away the fundamentals.
📌 Over
$60 BILLION in new orders in Q4.
📌 Record backlog providing strong visibility into future revenue.
📌 Gross margins projected at 15–17%, nearly double the prior guidance of 8.2–8.4%.
📌 Q4 revenue estimated at
$11.0–
$12.5B, keeping Supermicro among the leaders in AI infrastructure.
For long-term investors, this looks more like an accumulation zone than a reason to panic. Historically, some of the best opportunities come when sentiment is weak but business fundamentals are strengthening.
If you believe AI infrastructure demand continues to grow and Supermicro executes on its backlog, these periods of volatility can be opportunities to build or add to a position over time, not financial advice, just a reminder to look beyond the daily headlines.
Stay patient. Stay disciplined. Let the fundamentals do the talking.
$SMCI #AI #NVDA #AMD #DataCenters
$DELL $HPE
