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THE $730B AI WAVE
SMCI +9%
GUIDANCE SHOCK
THEY GUIDED $72B.
ESTIMATES WERE $52.5B.
TRANSLATION:
Big Tech isn't cutting AI spend.
They're doubling it.
$730B GOING INTO AI INFRA IN 2026.
THE FLOW:
Servers → Chips → Software → Tokens
WHEN INFRA PUMPS,
NARRATIVE PUMPS HARDER.
THE PLAYBOOK:
$BTC → Risk-on anchor
$ETH → Tech beta
$AI → AI narrative king
$RNDR → GPU compute
$TAO → Decentralized AI
Re-rating or trap?
Doesn't matter if you're positioned. 👇
$SMCI BTC ETH AI $RNDR $TAO
#USJulyCPI&PPIDueThisWeek #CFTCOrdersKalshiToKeepOperating ##SenateDelaysCLARITYActVoteToSeptember
Not Financial Advice
New to Binance? Use code: VINHTOCDO
THE $730B AI WAVE
SMCI +9%
GUIDANCE SHOCK
THEY GUIDED $72B.
ESTIMATES WERE $52.5B.
TRANSLATION:
Big Tech isn't cutting AI spend.
They're doubling it.
$730B GOING INTO AI INFRA IN 2026.
THE FLOW:
Servers → Chips → Software → Tokens
WHEN INFRA PUMPS,
NARRATIVE PUMPS HARDER.
THE PLAYBOOK:
$BTC → Risk-on anchor
$ETH → Tech beta
$AI → AI narrative king
$RNDR → GPU compute
$TAO → Decentralized AI
Re-rating or trap?
Doesn't matter if you're positioned. 👇
$SMCI BTC ETH AI $RNDR $TAO
#USJulyCPI&PPIDueThisWeek #CFTCOrdersKalshiToKeepOperating ##SenateDelaysCLARITYActVoteToSeptember
Not Financial Advice
New to Binance? Use code: VINHTOCDO
Verified
#supermicroforecastsaboveestimatessharesjump9%
🖥️ A Beaten-Down AI Stock Just Delivered a Guidance Shock — Here's What Happened
Sometimes the market doesn't need a blowout quarter to move sharply — just a forecast that changes the story going forward.
The breakdown: Super Micro Computer reported fiscal fourth-quarter results after Tuesday's close, posting adjusted earnings of $1.70 per share against expectations of $1.59, even as revenue of $11.12 billion came in slightly below the $11.55 billion analysts had modeled. The bigger move came from guidance: for the current quarter, Super Micro projected revenue of $14.5 billion to $15.5 billion and adjusted earnings of $1.01 to $1.10 per share — both comfortably above consensus estimates of roughly $12 billion and $0.74, with the revenue outlook even topping the highest individual analyst estimate. For fiscal 2027, the company projected annual revenue between $65 billion and $72 billion, well above the $52.5 billion average analyst estimate. Shares jumped 8-9% in extended trading following the announcement.
Why it matters: Super Micro had been trading near the bottom of its 52-week range heading into this report, so a guidance beat of this size marks a notable shift in tone. The company points to continued surging demand for its AI-optimized, liquid-cooled server systems, consistent with broader signals that large tech companies aren't slowing AI infrastructure spending — combined capital outlays across the sector are projected to top $730 billion this year. At the same time, Super Micro's own earnings history has been uneven, with revenue beating estimates in only two of its past eight quarters before this one, which is a useful reminder that a single strong guide doesn't erase a track record of volatility.
Closing thought: Is this the start of a sustained re-rating for Super Micro, or another sharp swing in a stock that's shown it can move just as fast in either direction?
$PROM
$HOLO
🖥️ A Beaten-Down AI Stock Just Delivered a Guidance Shock — Here's What Happened
Sometimes the market doesn't need a blowout quarter to move sharply — just a forecast that changes the story going forward.
The breakdown: Super Micro Computer reported fiscal fourth-quarter results after Tuesday's close, posting adjusted earnings of $1.70 per share against expectations of $1.59, even as revenue of $11.12 billion came in slightly below the $11.55 billion analysts had modeled. The bigger move came from guidance: for the current quarter, Super Micro projected revenue of $14.5 billion to $15.5 billion and adjusted earnings of $1.01 to $1.10 per share — both comfortably above consensus estimates of roughly $12 billion and $0.74, with the revenue outlook even topping the highest individual analyst estimate. For fiscal 2027, the company projected annual revenue between $65 billion and $72 billion, well above the $52.5 billion average analyst estimate. Shares jumped 8-9% in extended trading following the announcement.
Why it matters: Super Micro had been trading near the bottom of its 52-week range heading into this report, so a guidance beat of this size marks a notable shift in tone. The company points to continued surging demand for its AI-optimized, liquid-cooled server systems, consistent with broader signals that large tech companies aren't slowing AI infrastructure spending — combined capital outlays across the sector are projected to top $730 billion this year. At the same time, Super Micro's own earnings history has been uneven, with revenue beating estimates in only two of its past eight quarters before this one, which is a useful reminder that a single strong guide doesn't erase a track record of volatility.
Closing thought: Is this the start of a sustained re-rating for Super Micro, or another sharp swing in a stock that's shown it can move just as fast in either direction?
$PROM
$HOLO
#supermicroforecastsaboveestimatessharesjump9%
🚨 SUPERMICRO AI STOCK SURGES ON HUGE GUIDANCE! 📈
Super Micro Computer beat Q4 earnings expectations, but the real shock came from its outlook. Revenue guidance of $14.5B–$15.5B and FY2027 revenue of $65B–$72B came well above analyst expectations.
💻 Strong AI-server demand is keeping infrastructure spending elevated, pushing shares 8–9% higher in extended trading.
🎯 TRADING VIEW: BUY 📈
The guidance signals strong AI demand, but traders should watch whether the breakout holds after the initial surge.
❓ Can SMCI turn this guidance shock into a sustained rally? "CLICK ON THE BELOW YELLOW COIN TAG TO GO TO DESIRED TRADING PAGE TO GET BENEFIT TRADE"$PROM $HOLO $SMCIB
#SMCI #AIStocks
🚨 SUPERMICRO AI STOCK SURGES ON HUGE GUIDANCE! 📈
Super Micro Computer beat Q4 earnings expectations, but the real shock came from its outlook. Revenue guidance of $14.5B–$15.5B and FY2027 revenue of $65B–$72B came well above analyst expectations.
💻 Strong AI-server demand is keeping infrastructure spending elevated, pushing shares 8–9% higher in extended trading.
🎯 TRADING VIEW: BUY 📈
The guidance signals strong AI demand, but traders should watch whether the breakout holds after the initial surge.
❓ Can SMCI turn this guidance shock into a sustained rally? "CLICK ON THE BELOW YELLOW COIN TAG TO GO TO DESIRED TRADING PAGE TO GET BENEFIT TRADE"$PROM $HOLO $SMCIB
#SMCI #AIStocks
#SuperMicroForecastsAboveEstimatesSharesJump9%
🚀 Super Micro Computer is gaining attention after forecasting results above analyst expectations, sending its shares sharply higher.
The move highlights continued investor optimism around AI servers, data-center infrastructure, and growing demand for high-performance computing.
With AI spending still expanding, companies supplying the infrastructure behind the AI boom remain firmly on investors' radar.
#BinanceSquare $NVDAB
🚀 Super Micro Computer is gaining attention after forecasting results above analyst expectations, sending its shares sharply higher.
The move highlights continued investor optimism around AI servers, data-center infrastructure, and growing demand for high-performance computing.
With AI spending still expanding, companies supplying the infrastructure behind the AI boom remain firmly on investors' radar.
#BinanceSquare $NVDAB
$PROM
#USJulyCPI&PPIDueThisWeek #CFTCOrdersKalshiToKeepOperating #KOSPIRisesNearly5%TriggersBuySideSidecar #SECMayUnveilTokenizedStockExemptionAsSoonAsFriday #SuperMicroForecastsAboveEstimatesSharesJump9% A Beaten-Down AI Stock Just Delivered a Guidance Shock — Here's What Happened
Sometimes the market doesn't need a blowout quarter to move sharply — just a forecast that changes the story going forward.
The breakdown: Super Micro Computer reported fiscal fourth-quarter results after Tuesday's close, posting adjusted earnings of $1.70 per share against expectations of $1.59, even as revenue of $11.12 billion came in slightly below the $11.55 billion analysts had modeled. The bigger move came from guidance: for the
#USJulyCPI&PPIDueThisWeek #CFTCOrdersKalshiToKeepOperating #KOSPIRisesNearly5%TriggersBuySideSidecar #SECMayUnveilTokenizedStockExemptionAsSoonAsFriday #SuperMicroForecastsAboveEstimatesSharesJump9% A Beaten-Down AI Stock Just Delivered a Guidance Shock — Here's What Happened
Sometimes the market doesn't need a blowout quarter to move sharply — just a forecast that changes the story going forward.
The breakdown: Super Micro Computer reported fiscal fourth-quarter results after Tuesday's close, posting adjusted earnings of $1.70 per share against expectations of $1.59, even as revenue of $11.12 billion came in slightly below the $11.55 billion analysts had modeled. The bigger move came from guidance: for the
#SuperMicroForecastsAboveEstimatesSharesJump9%
Super Micro Computer has delivered a stronger-than-expected outlook, sending shares soaring nearly 9% as investors react to improving growth expectations. 🔥📈
💡 The move highlights continued market interest in AI infrastructure and data-center demand, with Supermicro remaining closely watched as AI spending expands.
👀 Traders will be watching: 🔹 Revenue and earnings outlook
🔹 AI server demand
🔹 Data-center expansion
🔹 Margin trends and profitability
🔹 Whether the rally can hold after the initial surge
📈 A near-9% jump puts Supermicro back in the spotlight as investors reassess the strength of the AI hardware cycle.
#SuperMicro #SMCI #AI #ArtificialIntelligence #DataCenters #TechStocks #StockMarket #AIInfrastructure
Super Micro Computer has delivered a stronger-than-expected outlook, sending shares soaring nearly 9% as investors react to improving growth expectations. 🔥📈
💡 The move highlights continued market interest in AI infrastructure and data-center demand, with Supermicro remaining closely watched as AI spending expands.
👀 Traders will be watching: 🔹 Revenue and earnings outlook
🔹 AI server demand
🔹 Data-center expansion
🔹 Margin trends and profitability
🔹 Whether the rally can hold after the initial surge
📈 A near-9% jump puts Supermicro back in the spotlight as investors reassess the strength of the AI hardware cycle.
#SuperMicro #SMCI #AI #ArtificialIntelligence #DataCenters #TechStocks #StockMarket #AIInfrastructure
#SuperMicroForecastsAboveEstimatesSharesJump9% "THE AI BOOM ISN’T STOPPING! ⚡ SUPER MICRO PUMPING +9% AFTER-HOURS!"🚀
The AI boom isn't slowing down anytime soon! Super Micro Computer (SMCI) just dropped a massive guidance blow-out, sending shares soaring over 9% after hours.
Here is what you need to know:
🔥 The Big Drivers:
Q-Block Forecast: Revenue guidance came in way higher than Wall Street expected.
Insane AI Demand: Server and liquid-cooling infrastructure demand is hitting record highs.
Tech Sector Ripple: Strong SMCI guidance signals massive momentum for the entire AI and tech ecosystem (NVDA, Big Tech, and AI-driven altcoins).
💡 Market Takeaway:
When AI infrastructure leaders beat guidance, it confirms that enterprise capital is still aggressively flowing into AI hardware. Keep an eye on tech-linked risk assets!
📈 Are you holding tech stocks or AI crypto narratives this season? Drop your targets below! 👇
#SMCI #AI #MarketUpdate #BinanceSquare
$SMCI
$PROM
$BTR
The AI boom isn't slowing down anytime soon! Super Micro Computer (SMCI) just dropped a massive guidance blow-out, sending shares soaring over 9% after hours.
Here is what you need to know:
🔥 The Big Drivers:
Q-Block Forecast: Revenue guidance came in way higher than Wall Street expected.
Insane AI Demand: Server and liquid-cooling infrastructure demand is hitting record highs.
Tech Sector Ripple: Strong SMCI guidance signals massive momentum for the entire AI and tech ecosystem (NVDA, Big Tech, and AI-driven altcoins).
💡 Market Takeaway:
When AI infrastructure leaders beat guidance, it confirms that enterprise capital is still aggressively flowing into AI hardware. Keep an eye on tech-linked risk assets!
📈 Are you holding tech stocks or AI crypto narratives this season? Drop your targets below! 👇
#SMCI #AI #MarketUpdate #BinanceSquare
$SMCI
$PROM
$BTR
#supermicroforecastsaboveestimatessharesjump9% JUST IN: $SMCI jumps nearly 10% after Supermicro reported stronger margins and a record AI backlog, while projecting up to $72B in fiscal 2027 sales.$BICO $COOKIE
#supermicroforecastsaboveestimatessharesjump9% SUPER MICRO
GUIDED SALES UP A THIRD AND EARNINGS DOWN A THIRD:
Sales $11.12B vs roughly $11.1B modeled - in line; adjusted EPS $1.70 vs $1.59 - a beat.
Super Micro Computer
at $34.06 (after hours), +$2.60 / +8.3% from Monday's $31.46 close, after the regular session settled at $31.68. The San Jose company builds AI servers and the full racks data centers stack them in. Off the 4:05pm ET release the tape went $31.84 to $34.54 in five minutes, printed $35.10, then eased back.
Profit is where the quarter actually landed. Gross margin - what is kept of each sales dollar after the cost of building the box - was 17.5%, against 9.5% a year ago and against the 8.2%-8.4% originally guided before a July 21 update moved it to 15%-17%. Net income $1.178B versus $195M a year ago, on revenue up 93%. Fiscal 2026 closed at $39.1B of sales.
The forward map splits in two. September-quarter revenue is guided to $14.5B-$15.5B against roughly $11.9B modeled - about +35% on the quarter just reported, at the midpoint. Adjusted EPS for that same quarter is guided to $1.01-$1.10, about -38% from the $1.70 just delivered. Implied net margin near 4.6% against 10.6% this quarter. Sales grow a third; per-share profit shrinks a third.
The figure that moved the tape is the year: fiscal 2027 net sales of $65B-$72B against Street models near $52.5B, or 66% to 84% growth on that $39.1B base. The $60B of fourth-quarter orders being quoted tonight is not new - that came in the July 21 update, three weeks ago.
What the scale costs: fiscal 2026 operating cash flow - the cash the business actually threw off from running itself - was negative $6.81B, with inventory at $12.9B, about a third of the year's sales sitting in a warehouse. A $65B year needs more of that funded, not less.$SMCI.US $ENJ $BLUR
GUIDED SALES UP A THIRD AND EARNINGS DOWN A THIRD:
Sales $11.12B vs roughly $11.1B modeled - in line; adjusted EPS $1.70 vs $1.59 - a beat.
Super Micro Computer
at $34.06 (after hours), +$2.60 / +8.3% from Monday's $31.46 close, after the regular session settled at $31.68. The San Jose company builds AI servers and the full racks data centers stack them in. Off the 4:05pm ET release the tape went $31.84 to $34.54 in five minutes, printed $35.10, then eased back.
Profit is where the quarter actually landed. Gross margin - what is kept of each sales dollar after the cost of building the box - was 17.5%, against 9.5% a year ago and against the 8.2%-8.4% originally guided before a July 21 update moved it to 15%-17%. Net income $1.178B versus $195M a year ago, on revenue up 93%. Fiscal 2026 closed at $39.1B of sales.
The forward map splits in two. September-quarter revenue is guided to $14.5B-$15.5B against roughly $11.9B modeled - about +35% on the quarter just reported, at the midpoint. Adjusted EPS for that same quarter is guided to $1.01-$1.10, about -38% from the $1.70 just delivered. Implied net margin near 4.6% against 10.6% this quarter. Sales grow a third; per-share profit shrinks a third.
The figure that moved the tape is the year: fiscal 2027 net sales of $65B-$72B against Street models near $52.5B, or 66% to 84% growth on that $39.1B base. The $60B of fourth-quarter orders being quoted tonight is not new - that came in the July 21 update, three weeks ago.
What the scale costs: fiscal 2026 operating cash flow - the cash the business actually threw off from running itself - was negative $6.81B, with inventory at $12.9B, about a third of the year's sales sitting in a warehouse. A $65B year needs more of that funded, not less.$SMCI.US $ENJ $BLUR
#supermicroforecastsaboveestimatessharesjump9% Supermicro
jumps 7.5% after hours on reporting doubled margins and record AI backlog.
Gross margin reached 17.5%, up from
9.9% only three months earlier.$GIGGLE $CTSI $SLP
jumps 7.5% after hours on reporting doubled margins and record AI backlog.
Gross margin reached 17.5%, up from
9.9% only three months earlier.$GIGGLE $CTSI $SLP
#supermicroforecastsaboveestimatessharesjump9% 🚨
SUPER MICRO
’S AI DEMAND JUST SENT A POWERFUL SIGNAL
Super Micro Computer surged in after-hours trading after reporting a sharp jump
in quarterly profit and issuing an exceptionally strong fiscal 2027 outlook. Adjusted EPS came in at $1.70, while quarterly revenue reached $11.12 billion.
The bigger number is the forward guidance:
FY2027 revenue outlook: $65B–$72B
Wall Street expectation: roughly $53B
The company also disclosed more than $60 billion in new orders and a record backlog heading into fiscal 2027, reinforcing the view that AI-server and data-center demand remains extremely strong.
This matters well beyond SMCI.
A guidance increase of this magnitude supports the broader AI infrastructure chain — including NVIDIA GPUs, networking, memory, cooling, power infrastructure and hyperscale data-center spending.
The key takeaway:
AI capex is still translating into real orders, real backlog and accelerating infrastructure revenue.$SMCI $POWR $XRP
SUPER MICRO
’S AI DEMAND JUST SENT A POWERFUL SIGNAL
Super Micro Computer surged in after-hours trading after reporting a sharp jump
in quarterly profit and issuing an exceptionally strong fiscal 2027 outlook. Adjusted EPS came in at $1.70, while quarterly revenue reached $11.12 billion.
The bigger number is the forward guidance:
FY2027 revenue outlook: $65B–$72B
Wall Street expectation: roughly $53B
The company also disclosed more than $60 billion in new orders and a record backlog heading into fiscal 2027, reinforcing the view that AI-server and data-center demand remains extremely strong.
This matters well beyond SMCI.
A guidance increase of this magnitude supports the broader AI infrastructure chain — including NVIDIA GPUs, networking, memory, cooling, power infrastructure and hyperscale data-center spending.
The key takeaway:
AI capex is still translating into real orders, real backlog and accelerating infrastructure revenue.$SMCI $POWR $XRP
Partly True
#supermicroforecastsaboveestimatessharesjump9%
💡 Supermicro just crushed expectations! 🚀 Forecasting Q1 revenue up to $15.5B (versus the $12B predicted by Wall Street) sent shares jumping 9% after-hours. Shout out to Supermicro, but wait... just a forecast and the stock already moons? Talk about trading on pure hype and AI FOMO! 🤖💸
What should traders do? Don't chase the green candles blindly. Keep an eye on actual earnings, watch Nvidia's supply chain, and manage your risks carefully. 🛡️
This is not financial advice.
🔥 Trade smart on Binance: https://www.binance.com/register?ref=VINHTOCDO (Code: VINHTOCDO)
#SuperMicro #SMCI #AISTOCKS #VINHTOCDO
$SMCIB
$SMCI
💡 Supermicro just crushed expectations! 🚀 Forecasting Q1 revenue up to $15.5B (versus the $12B predicted by Wall Street) sent shares jumping 9% after-hours. Shout out to Supermicro, but wait... just a forecast and the stock already moons? Talk about trading on pure hype and AI FOMO! 🤖💸
What should traders do? Don't chase the green candles blindly. Keep an eye on actual earnings, watch Nvidia's supply chain, and manage your risks carefully. 🛡️
This is not financial advice.
🔥 Trade smart on Binance: https://www.binance.com/register?ref=VINHTOCDO (Code: VINHTOCDO)
#SuperMicro #SMCI #AISTOCKS #VINHTOCDO
$SMCIB
$SMCI
#SuperMicroForecastsAboveEstimatesSharesJump9% That headline means Super Micro (SMCI) gave revenue guidance stronger than Wall Street expected, and investors reacted positively, pushing the stock up about 9% in after-hours trading on August 11, 2026. Reuters reported that the company forecast fiscal 2027 revenue of $65 billion to $72 billion, above analyst expectations, driven by demand for AI-optimized servers. (wsau.com)
The key nuance is that the market wasn’t just reacting to “good sales.” It was reacting to a combination of:
above-estimate forward guidance for the new fiscal year, (wsau.com)
much stronger gross margins than investors had feared, with Supermicro reporting 17.5% gross margin in fiscal Q4 2026, and (ir.supermicro.com)
signs that AI infrastructure demand is still strong, including commentary about a record backlog and more than $60 billion in new orders. (ir.supermicro.com)
At the same time, the quarter was not perfect. Supermicro reported Q4 fiscal 2026 revenue of $11.1 billion, which was below some analyst estimates cited by Reuters. So the stock jump suggests investors cared more about the future outlook and margin recovery than the slight revenue miss in the just-reported quarter. (wsau.com)
So in plain English: the company told the market its AI server business looks stronger than expected going forward, and that was enough to outweigh concerns about the quarter’s revenue miss. (wsau.com)$NVDA.US
$SMCI
$ASML
The key nuance is that the market wasn’t just reacting to “good sales.” It was reacting to a combination of:
above-estimate forward guidance for the new fiscal year, (wsau.com)
much stronger gross margins than investors had feared, with Supermicro reporting 17.5% gross margin in fiscal Q4 2026, and (ir.supermicro.com)
signs that AI infrastructure demand is still strong, including commentary about a record backlog and more than $60 billion in new orders. (ir.supermicro.com)
At the same time, the quarter was not perfect. Supermicro reported Q4 fiscal 2026 revenue of $11.1 billion, which was below some analyst estimates cited by Reuters. So the stock jump suggests investors cared more about the future outlook and margin recovery than the slight revenue miss in the just-reported quarter. (wsau.com)
So in plain English: the company told the market its AI server business looks stronger than expected going forward, and that was enough to outweigh concerns about the quarter’s revenue miss. (wsau.com)$NVDA.US
$SMCI
$ASML
#supermicroforecastsaboveestimatessharesjump9% SMCI shares jumped after the bell.
↗️
The company's Q4 earnings report offered a strong Q1 outlook, which overshadowed a revenue miss.$SMCI $ADA $HEI
↗️
The company's Q4 earnings report offered a strong Q1 outlook, which overshadowed a revenue miss.$SMCI $ADA $HEI
#supermicroforecastsaboveestimatessharesjump9%
Super Micro Forecasts Above Estimates as AI Spending Surges
Super Micro Computer (SMCI) saw its shares jump sharply following an upbeat revenue outlook that cleared Wall Street projections. Fueled by sustained demand for high-performance AI data center servers and rack-scale liquid cooling tech, the stronger guidance reinforces ongoing momentum across the broader AI infrastructure and tokenized tech asset sector.
$SMCI : Upward guidance and strong order backlogs reflect solid spot market momentum for enterprise AI infrastructure suppliers.
$NVDA : Continues to benefit directly as the foundational GPU partner powering Supermicro's AI server architecture.
$NVDA.US : Mirrors broader institutional demand for tokenized equity exposure tied to the AI compute supply chain.
#BinanceSquare
Super Micro Forecasts Above Estimates as AI Spending Surges
Super Micro Computer (SMCI) saw its shares jump sharply following an upbeat revenue outlook that cleared Wall Street projections. Fueled by sustained demand for high-performance AI data center servers and rack-scale liquid cooling tech, the stronger guidance reinforces ongoing momentum across the broader AI infrastructure and tokenized tech asset sector.
$SMCI : Upward guidance and strong order backlogs reflect solid spot market momentum for enterprise AI infrastructure suppliers.
$NVDA : Continues to benefit directly as the foundational GPU partner powering Supermicro's AI server architecture.
$NVDA.US : Mirrors broader institutional demand for tokenized equity exposure tied to the AI compute supply chain.
#BinanceSquare
SMCI+12.99%
NVDAUS+2.29%
#supermicroforecastsaboveestimatessharesjump9% 🚨 $SMCI — THE FORECAST DID THE TALKING.
Q4 revenue came in at $11.1B (+93% YoY) — a slight miss — but EPS smashed expectations at $1.70 vs. ~$0.92, while gross margin jumped to ~17.5%. Then came the real fireworks 💣: Q1 guide $14.5–15.5B, FY27 revenue $65–72B vs. ~$52.5B consensus, $60B+ in new orders, record backlog, and 9 customers generating $1B+ each; shares jumped roughly 7–9% after hours.
But 👀 the fine print matters: Q4 margin benefited from customer/product mix and deferred contracts, while inventory has ballooned as SMCI prepares for higher shipments; management itself guides Q1 gross margin back down to roughly 10.4–10.8%.
🔥 The market is buying the AI growth story.
The ledger will decide whether it deserves to.
#SMIC #NVDA #AMD #Aİ
CLICK TO BELOW TRADE👇
$SMCI
Q4 revenue came in at $11.1B (+93% YoY) — a slight miss — but EPS smashed expectations at $1.70 vs. ~$0.92, while gross margin jumped to ~17.5%. Then came the real fireworks 💣: Q1 guide $14.5–15.5B, FY27 revenue $65–72B vs. ~$52.5B consensus, $60B+ in new orders, record backlog, and 9 customers generating $1B+ each; shares jumped roughly 7–9% after hours.
But 👀 the fine print matters: Q4 margin benefited from customer/product mix and deferred contracts, while inventory has ballooned as SMCI prepares for higher shipments; management itself guides Q1 gross margin back down to roughly 10.4–10.8%.
🔥 The market is buying the AI growth story.
The ledger will decide whether it deserves to.
#SMIC #NVDA #AMD #Aİ
CLICK TO BELOW TRADE👇
$SMCI
#SuperMicroForecastsAboveEstimatesSharesJump9% 🚨🔥 $SMCI
SURPRISES THE MARKET!
Super Micro Computer has delivered a strong outlook, with its latest forecast coming in above analysts’ expectations — sending shares soaring nearly 9%! 📈
The move highlights continued optimism around AI infrastructure, data centers, and high-performance computing. 🤖⚡
As demand for AI continues to expand, companies supplying the hardware and infrastructure behind this boom remain firmly in the spotlight.
📊 $SMCI +9% 🤖 AI demand remains a key market driver 🚀 Strong guidance could fuel further momentum
Wall Street is watching closely. Is this the beginning of another major move for $SMCI ? 👀
#SMCI #SuperMicro #NVIDIA #TechStocks
SURPRISES THE MARKET!
Super Micro Computer has delivered a strong outlook, with its latest forecast coming in above analysts’ expectations — sending shares soaring nearly 9%! 📈
The move highlights continued optimism around AI infrastructure, data centers, and high-performance computing. 🤖⚡
As demand for AI continues to expand, companies supplying the hardware and infrastructure behind this boom remain firmly in the spotlight.
📊 $SMCI +9% 🤖 AI demand remains a key market driver 🚀 Strong guidance could fuel further momentum
Wall Street is watching closely. Is this the beginning of another major move for $SMCI ? 👀
#SMCI #SuperMicro #NVIDIA #TechStocks
#SuperMicroForecastsAboveEstimatesSharesJump9%
Super Micro $SMCI shares jumped roughly 9% after management delivered a striking FY2027 outlook.
The company expects revenue of $65B–$72B, far above Wall Street’s ~$52.5B consensus, signaling management sees AI infrastructure demand accelerating rather than cooling. Q4 revenue reached $11.12B, up 93% YoY, while adjusted EPS hit $1.70 versus $0.92 expected. More importantly, gross margin expanded to 17.5%, suggesting improving product mix and execution.
The key catalyst is scale: Supermicro says it entered FY2027 with more than $60B in new orders. However, the revenue miss shows customer infrastructure delays remain a risk.
The bullish thesis is strong AI-server demand; the debate now shifts to whether margins can sustainably expand.😎
$HOLO
$NVDAB
Super Micro $SMCI shares jumped roughly 9% after management delivered a striking FY2027 outlook.
The company expects revenue of $65B–$72B, far above Wall Street’s ~$52.5B consensus, signaling management sees AI infrastructure demand accelerating rather than cooling. Q4 revenue reached $11.12B, up 93% YoY, while adjusted EPS hit $1.70 versus $0.92 expected. More importantly, gross margin expanded to 17.5%, suggesting improving product mix and execution.
The key catalyst is scale: Supermicro says it entered FY2027 with more than $60B in new orders. However, the revenue miss shows customer infrastructure delays remain a risk.
The bullish thesis is strong AI-server demand; the debate now shifts to whether margins can sustainably expand.😎
$HOLO
$NVDAB
Olive Edward q5y8:
give me red pack
Verified
#supermicroforecastsaboveestimatessharesjump9%
$SMCI — the forecast did the talking.
Q4: Rev $11.1B (+93% YoY), slight miss. EPS $1.70 vs $0.92 est (+315%). GM 17.5%, +800bps.
Then the bombs 💣 • Q1 guide: $14.5–15.5B vs ~$11.7B street (beat the rosiest estimate of $13.3B) • FY27: $65–72B vs ~$52.5B consensus • $60B new orders, record backlog, 9 clients >$1B each
Shares +7~9% AH.
Fine print: preliminary & unaudited; ~75% of the margin beat is a one-time deferral; inventory $12.9B vs $4.7B. Market cheered the story — the ledger is another story. 😏
$NVDA.US $INTC #USJulyCPI&PPIDueThisWeek #SECAndCFTCSueGoliathOver$400MCryptoPonzi #SenateDelaysCLARITYActVoteToSeptember #GoldClimbsAbove$4400ToTwoMonthHigh
$SMCI — the forecast did the talking.
Q4: Rev $11.1B (+93% YoY), slight miss. EPS $1.70 vs $0.92 est (+315%). GM 17.5%, +800bps.
Then the bombs 💣 • Q1 guide: $14.5–15.5B vs ~$11.7B street (beat the rosiest estimate of $13.3B) • FY27: $65–72B vs ~$52.5B consensus • $60B new orders, record backlog, 9 clients >$1B each
Shares +7~9% AH.
Fine print: preliminary & unaudited; ~75% of the margin beat is a one-time deferral; inventory $12.9B vs $4.7B. Market cheered the story — the ledger is another story. 😏
$NVDA.US $INTC #USJulyCPI&PPIDueThisWeek #SECAndCFTCSueGoliathOver$400MCryptoPonzi #SenateDelaysCLARITYActVoteToSeptember #GoldClimbsAbove$4400ToTwoMonthHigh
Verified
🚀 AI & Infrastructures: Super Micro Computer (SMCI) soars 9% after massive forecasts!
The momentum of artificial intelligence is being confirmed. Super Micro Computer electrified the markets by publishing guidance well above Wall Street expectations:
👉Explosive 2027 guidance: The company is targeting record annual revenue of between $65 and $72 billion, far exceeding consensus.
👉Next quarter: Revenue expected between $14.5 and $15.5 billion, crushing analysts’ estimates.
👉Solid profitability: A gross margin rising to 17.5%, easing concerns about the profitability of the AI server supply chain.
The strategy of the moment: In the face of sector moves driven by innovation, base your decisions on verified figures and maintain strict risk-management discipline. ⚔️🔋
Verification is automatic, discretion protects intent, efficiency validates profit.
#DrYo242 : Your shield against volatility 🛡️
$NVDA.US $ETH $STORJ
#supermicroforecastsaboveestimatessharesjump9%
The momentum of artificial intelligence is being confirmed. Super Micro Computer electrified the markets by publishing guidance well above Wall Street expectations:
👉Explosive 2027 guidance: The company is targeting record annual revenue of between $65 and $72 billion, far exceeding consensus.
👉Next quarter: Revenue expected between $14.5 and $15.5 billion, crushing analysts’ estimates.
👉Solid profitability: A gross margin rising to 17.5%, easing concerns about the profitability of the AI server supply chain.
The strategy of the moment: In the face of sector moves driven by innovation, base your decisions on verified figures and maintain strict risk-management discipline. ⚔️🔋
Verification is automatic, discretion protects intent, efficiency validates profit.
#DrYo242 : Your shield against volatility 🛡️
$NVDA.US $ETH $STORJ
#supermicroforecastsaboveestimatessharesjump9%
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