$SUPER MICRO COMPUTER INC(SMCI)$ My take on SMCI's latest 10-K is that it's a massive bullish signal.
FY2026 numbers: $39.1B revenue, up 77.8% YoY. $4.23B gross profit, $2.77B operating income, $2.23B net income, and $3.26 diluted EPS versus $1.68 last year.
This isn't just revenue growth. Supermicro is evolving into a complete AI data-center infrastructure provider. Its DCBBS platform integrates servers, storage, networking, racks, liquid cooling, power distribution, software, services and support into full AI-factory deployments.
The technology positioning is exactly where you want it: NVIDIA Blackwell / Blackwell Ultra, GB200 / GB300 NVL72, NVIDIA Vera Rubin, AMD EPYC + MI350, AMD Helios / MI455X.
Management says AI has substantially increased demand for its products and expects AI-driven data-center expansion to continue.
77.8% revenue growth, billions in profits, next-gen NVIDIA and AMD platforms, full AI factories, liquid cooling, massive AI demand. I'm watching the business itself. If SMCI keeps executing at anything close to this pace, the valuation eventually has to catch up.
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