$SUPER MICRO COMPUTER INC(SMCI)$ Bears keep chasing headlines while the AI infrastructure story just gets bigger.
FY26 Q4 revenue came in at $11.1B, nearly doubled YoY. Non-GAAP gross margin was 17.6%, quarterly net income hit $1.18B, and FY27 revenue guidance is $65B–$72B. The company sits directly in the NVIDIA/AI infrastructure buildout.
At these levels, the market is pricing SMCI as if the AI boom already passed it by. I see the opposite: massive revenue scale, improving profitability, and relentless AI compute demand.
The valuation disconnect won't last forever. I'm bullish.
$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Dell Technologies Inc.(DELL)$ $CoreWeave, Inc.(CRWV)$
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