$SUPER MICRO COMPUTER INC(SMCI)$ The 10-K actually strengthens the bull case quite a bit.
FY2026 numbers: $39.1B revenue, +77.8% YoY, $2.23B net income and $3.26 diluted EPS. Supermicro says AI-driven data-center demand has substantially increased demand for its products and expects that trend to continue.
The ecosystem around SMCI is getting hard to ignore.
$NVIDIA(NVDA)$ with Blackwell, Blackwell Ultra, GB300/GB200 and the upcoming Vera Rubin systems.
$Advanced Micro Devices(AMD)$ with EPYC, Instinct MI350 and next-gen Helios support.
Supermicro also says it works closely with NVIDIA and AMD development teams to align new systems with their product roadmaps and accelerate time-to-market.
DCBBS now brings servers, networking, racks, power, liquid cooling, software and services together into complete AI-factory deployments.
And when you add the broader AI ecosystem relationships and deployments involving names like xAI, Microsoft and Cisco outside this specific 10-K disclosure, the picture gets even bigger.
This isn't just a server company anymore.
SMCI is becoming an end-to-end AI infrastructure platform sitting directly in the middle of the NVIDIA/AMD compute boom.
$39 BILLION in revenue says the opportunity isn't theoretical anymore.
The 10-K is filed. The numbers are audited. AI demand is exploding. The partnerships are elite.
Still think SuperMicro deserves a valuation discount forever?
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