$SUPER MICRO COMPUTER INC(SMCI

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$SUPER MICRO COMPUTER INC(SMCI)$ If they were gonna flop, they'd have dropped the bomb last week. Key points: Q3 saw millions in dead inventory write-offs (that's the gross margin killer). Q4 margins should bounce back above 10%. Those delayed big shipments from Q3? Ninety days later they're sorted. Q4's $20B contract win is rocket fuel for guidance whether shipments started or not. This Q4 report's gonna crush it - placing my bets on an earnings beat.

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Alfriano
·08-06
Artikel yang bagus, apakah Anda ingin membagikannya?
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Tomomomo
·08-06
Great article, would you like to share it?
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