$SUPER MICRO COMPUTER INC(SMCI

$SUPER MICRO COMPUTER INC(SMCI)$ This still looks like one of the most mispriced AI infrastructure stories in the market.

FY2026 delivered:

- $39.1B revenue

- 77.8% YoY growth

- $2.23B net income

- $2.77B operating income

- $3.26 diluted EPS

The more interesting part is what SMCI is turning into. This is no longer just a server vendor.

Supermicro is building complete AI factories: compute, racks, networking, power, liquid cooling, software, services, and deployment.

Add to that NVIDIA Blackwell, GB200 / GB300, Vera Rubin, AMD EPYC, MI350, Helios / MI455X, direct liquid cooling, and full-rack AI infrastructure.

The 10-K shows a company scaling into the heart of the AI data-center buildout while revenue and profits are already growing fast.

$39B in revenue is not hype. $2.23B in profit is not hype. 77.8% growth is not hype.

If SMCI keeps executing, the question is how long the market can keep pricing it like it isn't. It could be sitting on a major rerating opportunity.

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