SMCI Fiscal Results Preview Indicating Expected Revenue Growth and Positive Institutional Outlook - To The Moon

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- BarcodeBarcode
  ·02-08 03:24
  🚨📈🚨 $SMCI Surpasses $AMD As AI Infrastructure Spending Enters Hyperscale Expansion 🚨📈🚨
  $SUPER MICRO COMPUTER INC(SMCI)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ I’m watching a decisive evolution in the AI trade. Capital is no longer chasing chips alone. It is rotating aggressively into the infrastructure layer required to deploy AI at global scale, and Super Micro Computer now sits at the centre of that shift. Supermicro has officially surpassed $AMD in quarterly sales as hyperscalers accelerate AI data centre buildouts, and price action confirms investors are repricing infrastructure providers as core beneficiaries of the AI capex cycle. ◾
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  🚨📈🚨 $SMCI Surpasses $AMD As AI Infrastructure Spending Enters Hyperscale Expansion 🚨📈🚨
- BarcodeBarcode
  ·02-08 03:24
  🚨📈🚨 $SMCI Surpasses $AMD As AI Infrastructure Spending Enters Hyperscale Expansion 🚨📈🚨
  $SUPER MICRO COMPUTER INC(SMCI)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ I’m watching a decisive evolution in the AI trade. Capital is no longer chasing chips alone. It is rotating aggressively into the infrastructure layer required to deploy AI at global scale, and Super Micro Computer now sits at the centre of that shift. Supermicro has officially surpassed $AMD in quarterly sales as hyperscalers accelerate AI data centre buildouts, and price action confirms investors are repricing infrastructure providers as core beneficiaries of the AI capex cycle. ◾
  9.04K 22
  1.21K
  Share
  Report
  🚨📈🚨 $SMCI Surpasses $AMD As AI Infrastructure Spending Enters Hyperscale Expansion 🚨📈🚨

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The earnings preview highlights expectations of increased revenues and a majority of institutional investors projecting upward momentum for the company in the upcoming quarter.","image":"https://community-static.tradeup.com/news/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1769854524071,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":dd386a95c6e19c5a48eba0ca8ec35e65}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":["SMCI"],"tweetCounts":1,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"SMCI Fiscal Results Preview Indicating Expected Revenue Growth and Positive Institutional Outlook","tweetAmount":1,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"all","isFinancial":true,"allList":[{"id":530311878686280,"gmtCreate":1770492282130,"gmtModify":1770528000130,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"title":"🚨📈🚨 $SMCI Surpasses $AMD As AI Infrastructure Spending Enters Hyperscale Expansion 🚨📈🚨","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; I’m watching a decisive evolution in the AI trade. Capital is no longer chasing chips alone. It is rotating aggressively into the infrastructure layer required to deploy AI at global scale, and Super Micro Computer now sits at the centre of that shift. Supermicro has officially surpassed $AMD in quarterly sales as hyperscalers accelerate AI data centre buildouts, and price action confirms investors are repricing infrastructure providers as core beneficiaries of the AI capex cycle. ◾","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; I’m watching a decisive evolution in the AI trade. Capital is no longer chasing chips alone. It is rotating aggressively into the infrastructure layer required to deploy AI at global scale, and Super Micro Computer now sits at the centre of that shift. Supermicro has officially surpassed $AMD in quarterly sales as hyperscalers accelerate AI data centre buildouts, and price action confirms investors are repricing infrastructure providers as core beneficiaries of the AI capex cycle. ◾","text":"$SUPER MICRO COMPUTER INC(SMCI)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ I’m watching a decisive evolution in the AI trade. Capital is no longer chasing chips alone. It is rotating aggressively into the infrastructure layer required to deploy AI at global scale, and Super Micro Computer now sits at the centre of that shift. Supermicro has officially surpassed $AMD in quarterly sales as hyperscalers accelerate AI data centre buildouts, and price action confirms investors are repricing infrastructure providers as core beneficiaries of the AI capex cycle. ◾","images":[{"img":"https://community-static.tradeup.com/news/073782ee5c5a10586fae98dc9754a32f","width":"1472","height":"1472"},{"img":"https://community-static.tradeup.com/news/a93eca916992f9a0ef5badd2e60b1d5c","width":"1472","height":"1817"},{"img":"https://community-static.tradeup.com/news/15826c246da797b5ef1f108b8d7f439e","width":"1581","height":"740"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":1210,"commentSize":22,"repostSize":329,"link":"https://ttm.financial/post/530311878686280","isVote":1,"tweetType":1,"viewCount":9037,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"idStr":"4172287591330932","authorIdStr":"4172287591330932"},"content":"Great call highlighting infrastructure flow over just chips. $SUPER MICRO COMPUTER INC(SMCI)$ structure recovery into resistance shows momentum rebuilding while macro regime still supportive. Watching $Broadcom(AVGO)$ flow and liquidity pockets as earnings positioning evolves.","text":"Great call highlighting infrastructure flow over just chips. $SUPER MICRO COMPUTER INC(SMCI)$ structure recovery into resistance shows momentum rebuilding while macro regime still supportive. Watching $Broadcom(AVGO)$ flow and liquidity pockets as earnings positioning evolves.","html":"Great call highlighting infrastructure flow over just chips. $SUPER MICRO COMPUTER INC(SMCI)$ structure recovery into resistance shows momentum rebuilding while macro regime still supportive. Watching $Broadcom(AVGO)$ flow and liquidity pockets as earnings positioning evolves."},{"author":{"id":"4185249037082782","authorId":"4185249037082782","name":"Queengirlypops","avatar":"https://community-static.tradeup.com/news/ad05acb3d3297a3680627eb89cafdbc8","crmLevel":11,"crmLevelSwitch":0,"idStr":"4185249037082782","authorIdStr":"4185249037082782"},"content":"🆗 bc your $SUPER MICRO COMPUTER INC(SMCI)$ post actually woke the whole feed up, infra names catching flow, liquidity pocket smash, momentum flipping, volatility pumping, whole regime shift energy, everyone glued to chips but you called server structure first, positioning switching, gamma and Vanna flows kicking, AI infra run just getting louder with $NVIDIA(NVDA)$ 💥","text":"🆗 bc your $SUPER MICRO COMPUTER INC(SMCI)$ post actually woke the whole feed up, infra names catching flow, liquidity pocket smash, momentum flipping, volatility pumping, whole regime shift energy, everyone glued to chips but you called server structure first, positioning switching, gamma and Vanna flows kicking, AI infra run just getting louder with $NVIDIA(NVDA)$ 💥","html":"🆗 bc your $SUPER MICRO COMPUTER INC(SMCI)$ post actually woke the whole feed up, infra names catching flow, liquidity pocket smash, momentum flipping, volatility pumping, whole regime shift energy, everyone glued to chips but you called server structure first, positioning switching, gamma and Vanna flows kicking, AI infra run just getting louder with $NVIDIA(NVDA)$ 💥"}],"imageCount":8,"langContent":"EN","totalScore":0}],"essenList":[{"id":530311878686280,"gmtCreate":1770492282130,"gmtModify":1770528000130,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"🚨📈🚨 $SMCI Surpasses $AMD As AI Infrastructure Spending Enters Hyperscale Expansion 🚨📈🚨","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; I’m watching a decisive evolution in the AI trade. Capital is no longer chasing chips alone. It is rotating aggressively into the infrastructure layer required to deploy AI at global scale, and Super Micro Computer now sits at the centre of that shift. Supermicro has officially surpassed $AMD in quarterly sales as hyperscalers accelerate AI data centre buildouts, and price action confirms investors are repricing infrastructure providers as core beneficiaries of the AI capex cycle. ◾","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; I’m watching a decisive evolution in the AI trade. Capital is no longer chasing chips alone. It is rotating aggressively into the infrastructure layer required to deploy AI at global scale, and Super Micro Computer now sits at the centre of that shift. Supermicro has officially surpassed $AMD in quarterly sales as hyperscalers accelerate AI data centre buildouts, and price action confirms investors are repricing infrastructure providers as core beneficiaries of the AI capex cycle. ◾","text":"$SUPER MICRO COMPUTER INC(SMCI)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ I’m watching a decisive evolution in the AI trade. Capital is no longer chasing chips alone. It is rotating aggressively into the infrastructure layer required to deploy AI at global scale, and Super Micro Computer now sits at the centre of that shift. Supermicro has officially surpassed $AMD in quarterly sales as hyperscalers accelerate AI data centre buildouts, and price action confirms investors are repricing infrastructure providers as core beneficiaries of the AI capex cycle. ◾","images":[{"img":"https://community-static.tradeup.com/news/073782ee5c5a10586fae98dc9754a32f","width":"1472","height":"1472"},{"img":"https://community-static.tradeup.com/news/a93eca916992f9a0ef5badd2e60b1d5c","width":"1472","height":"1817"},{"img":"https://community-static.tradeup.com/news/15826c246da797b5ef1f108b8d7f439e","width":"1581","height":"740"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":1210,"commentSize":22,"repostSize":329,"link":"https://ttm.financial/post/530311878686280","isVote":1,"tweetType":1,"viewCount":9037,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4172287591330932","idStr":"4172287591330932"},"content":"Great call highlighting infrastructure flow over just chips. $SUPER MICRO COMPUTER INC(SMCI)$ structure recovery into resistance shows momentum rebuilding while macro regime still supportive. Watching $Broadcom(AVGO)$ flow and liquidity pockets as earnings positioning evolves.","text":"Great call highlighting infrastructure flow over just chips. $SUPER MICRO COMPUTER INC(SMCI)$ structure recovery into resistance shows momentum rebuilding while macro regime still supportive. Watching $Broadcom(AVGO)$ flow and liquidity pockets as earnings positioning evolves.","html":"Great call highlighting infrastructure flow over just chips. $SUPER MICRO COMPUTER INC(SMCI)$ structure recovery into resistance shows momentum rebuilding while macro regime still supportive. Watching $Broadcom(AVGO)$ flow and liquidity pockets as earnings positioning evolves."},{"author":{"id":"4185249037082782","authorId":"4185249037082782","name":"Queengirlypops","avatar":"https://community-static.tradeup.com/news/ad05acb3d3297a3680627eb89cafdbc8","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4185249037082782","idStr":"4185249037082782"},"content":"🆗 bc your $SUPER MICRO COMPUTER INC(SMCI)$ post actually woke the whole feed up, infra names catching flow, liquidity pocket smash, momentum flipping, volatility pumping, whole regime shift energy, everyone glued to chips but you called server structure first, positioning switching, gamma and Vanna flows kicking, AI infra run just getting louder with $NVIDIA(NVDA)$ 💥","text":"🆗 bc your $SUPER MICRO COMPUTER INC(SMCI)$ post actually woke the whole feed up, infra names catching flow, liquidity pocket smash, momentum flipping, volatility pumping, whole regime shift energy, everyone glued to chips but you called server structure first, positioning switching, gamma and Vanna flows kicking, AI infra run just getting louder with $NVIDIA(NVDA)$ 💥","html":"🆗 bc your $SUPER MICRO COMPUTER INC(SMCI)$ post actually woke the whole feed up, infra names catching flow, liquidity pocket smash, momentum flipping, volatility pumping, whole regime shift energy, everyone glued to chips but you called server structure first, positioning switching, gamma and Vanna flows kicking, AI infra run just getting louder with $NVIDIA(NVDA)$ 💥"}],"imageCount":8,"langContent":"EN","totalScore":0}],"allBottom":false,"essenBottom":false,"topicSource":"Post"}