nizzmo
08-17 19:21

$SUPER MICRO COMPUTER INC(SMCI)$ Most bears on StockTwits have one mission: smear the stock and manufacture fear.

Meanwhile, SMCI just posted $11.1B quarterly revenue, $1.70 adjusted EPS, 17.6% non-GAAP gross margin, and guided FY27 revenue to $65B–$72B.

And while bears screamed dilution, SMCI rallied 40%+ from the levels they were trashing.

Ignore the agenda. Follow the numbers. $CoreWeave, Inc.(CRWV)$  $NEBIUS(NBIS)$  $Dell Technologies Inc.(DELL)$  $SpaceX(SPCX)$ 

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