Nov. 20 at 12:14 AM
$SMCI Liquid cooling is the future, and SMCI is the only company delivering full rack-scale liquid-cooled systems at scale. The “commodity server” narrative? Already dead.
Speed matters in AI. While traditional vendors move at a snail’s pace, SMCI ships fully integrated AI racks in weeks, turning time into revenue.
Massive demand, massive backlog:
$13B backlog,
$36B guidance, sovereign AI ramping. Manufacturing is fully online — nothing broke. Only sentiment did.
SMCI isn’t just oversold , it’s misunderstood. When the market realizes what this company represents, the re-rating could be violent
$SMCX $SMCL 2x double 🤷♂️💰