$SUPER MICRO COMPUTER INC(SMCI

wubbie

08-10

$SUPER MICRO COMPUTER INC(SMCI)$ August 11 earnings could be the moment the market finally wakes up to SMCI.

Q4 revenue was guided near the low end of $11–$12.5B.

$60B+ in new orders received during Q4.

Record backlog heading into FY27.

AI infrastructure spending is still exploding.

NVIDIA/AMD rack-scale demand plus liquid cooling — that's SMCI's playground.

The stock is still trading like the AI boom passed SMCI by. Meanwhile, the order book says the exact opposite.

If management delivers strong FY27 guidance and shows those massive orders converting into revenue, this valuation could get repriced fast.

This isn't just about one quarter. It's about whether SuperMicro belongs at the center of the next phase of AI data-center buildout.

I'm looking for a monster FY27 outlook here.

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