$SUPER MICRO COMPUTER INC(SMCI)$ Ignoring all the geopolitical issues, trump tariffs and SMCI shit news, $75 is a 2x-3x return from lows. Buybuybuy while we can! [Cool] [Cool] [Cool] 1. Key Inputs from the Latest Announcement • Q4 FY26 Preliminary Revenue: $11.0B (at the low end of $11.0B–$12.5B guidance). • Gross Margin: 15.0% – 17.0% (vs. previous guidance of 8.2%–8.4%). • New Orders Intake: >$60 Billion in Q4 alone, pushing backlog to record highs. • Share Count: ~580M to 600M diluted shares (reflecting recent capital raises). 2. Updated Earnings Power Model (FY2027 Run-Rate) Previously, Wall Street modeled SMCI as a low-margin assembler (~8% to 10% gross margins) producing t
$SUPER MICRO COMPUTER INC(SMCI)$ SMCI is number 9. 15 July BlackRock CEO Larry Fink discusses his bullish outlook on the markets for the coming year, driven by technological revolutions and the role of US capital markets. Key takeaways from the discussion: • The AI Infrastructure Boom: Fink emphasizes the need for massive investment in data centers and compute capacity. He notes that while hyperscalers are spending trillions on capex, the primary challenge is not demand, but rather the speed at which the US can build the necessary power grid infrastructure to support AI (1:45-2:30). • The Power Challenge: Fink warns that the US must become "power agnostic" and accelerate energy pro