$SUPER MICRO COMPUTER INC(SMCI

$SUPER MICRO COMPUTER INC(SMCI)$ It's pretty clear to see which hardware companies are set to benefit from the massive bookings Super Micro just reported. The list includes names like Nvidia, Micron, SanDisk, Marvell, Vertiv, Broadcom, and others. It's likely Dell and HPE also have significant bookings from this trend.

Super Micro Guidance Surges, AI Chain Rebounds After Hours — Can Memory Stocks Follow?

SMCI raised Q1 FY2027 guidance after hours: revenue $18.5–$19.5B (prior $14.5–$15.5B), gross margin 12.0%–12.5% (prior 10.4%–10.8%). Combined with SpaceX's AI beat, Micron, Nvidia, SK Hynix, Intel, and SanDisk each gained over 1% after hours. Tuesday close: Micron -0.98% to $896.07, SanDisk -0.42% to $1,365.38, SK Hynix -2.16% to $139.79. Bulls say the revision signals AI server orders are still accelerating; Bears say CXMT competition keeps pressure on memory and question whether any bounce holds ahead of Micron's results. Does SMCI's beat-and-raise put a floor under the memory selloff?

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