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#supermicroforecastsaboveestimatessharesjump9%

supermicroforecastsaboveestimatessharesjump9%

Rohan Kishibe
ยท
--
Verified
#supermicroforecastsaboveestimatessharesjump9% $SMCI โ€” the forecast did the talking. Q4: Rev $11.1B (+93% YoY), slight miss. EPS $1.70 vs $0.92 est (+315%). GM 17.5%, +800bps. {future}(SMCIUSDT) Then the bombs ๐Ÿ’ฃ โ€ข Q1 guide: $14.5โ€“15.5B vs ~$11.7B street (beat the rosiest estimate of $13.3B) โ€ข FY27: $65โ€“72B vs ~$52.5B consensus โ€ข $60B new orders, record backlog, 9 clients >$1B each Shares +7~9% AH. Fine print: preliminary & unaudited; ~75% of the margin beat is a one-time deferral; inventory $12.9B vs $4.7B. Market cheered the story โ€” the ledger is another story. ๐Ÿ˜ $NVDA.US $INTC #USJulyCPI&PPIDueThisWeek #SECAndCFTCSueGoliathOver$400MCryptoPonzi #SenateDelaysCLARITYActVoteToSeptember #GoldClimbsAbove$4400ToTwoMonthHigh
#supermicroforecastsaboveestimatessharesjump9%

$SMCI โ€” the forecast did the talking.
Q4: Rev $11.1B (+93% YoY), slight miss. EPS $1.70 vs $0.92 est (+315%). GM 17.5%, +800bps.

Then the bombs ๐Ÿ’ฃ โ€ข Q1 guide: $14.5โ€“15.5B vs ~$11.7B street (beat the rosiest estimate of $13.3B) โ€ข FY27: $65โ€“72B vs ~$52.5B consensus โ€ข $60B new orders, record backlog, 9 clients >$1B each
Shares +7~9% AH.

Fine print: preliminary & unaudited; ~75% of the margin beat is a one-time deferral; inventory $12.9B vs $4.7B. Market cheered the story โ€” the ledger is another story. ๐Ÿ˜

$NVDA.US $INTC #USJulyCPI&PPIDueThisWeek #SECAndCFTCSueGoliathOver$400MCryptoPonzi #SenateDelaysCLARITYActVoteToSeptember #GoldClimbsAbove$4400ToTwoMonthHigh
NVDA-0.33%
SMCI+6.67%
NVDAUS+0.23%
#supermicroforecastsaboveestimatessharesjump9% Super Micro Forecasts Above Estimates as AI Spending Surges Super Micro Computer (SMCI) saw its shares jump sharply following an upbeat revenue outlook that cleared Wall Street projections. Fueled by sustained demand for high-performance AI data center servers and rack-scale liquid cooling tech, the stronger guidance reinforces ongoing momentum across the broader AI infrastructure and tokenized tech asset sector. $SMCI : Upward guidance and strong order backlogs reflect solid spot market momentum for enterprise AI infrastructure suppliers. $NVDA : Continues to benefit directly as the foundational GPU partner powering Supermicro's AI server architecture. $NVDA.US : Mirrors broader institutional demand for tokenized equity exposure tied to the AI compute supply chain. {future}(SMCIUSDT) {future}(NVDAUSDT) {stock_us}(NVDA.US) #BinanceSquare
#supermicroforecastsaboveestimatessharesjump9%
Super Micro Forecasts Above Estimates as AI Spending Surges
Super Micro Computer (SMCI) saw its shares jump sharply following an upbeat revenue outlook that cleared Wall Street projections. Fueled by sustained demand for high-performance AI data center servers and rack-scale liquid cooling tech, the stronger guidance reinforces ongoing momentum across the broader AI infrastructure and tokenized tech asset sector.
$SMCI : Upward guidance and strong order backlogs reflect solid spot market momentum for enterprise AI infrastructure suppliers.
$NVDA : Continues to benefit directly as the foundational GPU partner powering Supermicro's AI server architecture.
$NVDA.US : Mirrors broader institutional demand for tokenized equity exposure tied to the AI compute supply chain.

#BinanceSquare
SMCI+6.67%
NVDAUS+0.23%
ยท
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Bullish
#supermicroforecastsaboveestimatessharesjump9% ๐Ÿšจ $SMCI โ€” THE FORECAST DID THE TALKING. Q4 revenue came in at $11.1B (+93% YoY) โ€” a slight miss โ€” but EPS smashed expectations at $1.70 vs. ~$0.92, while gross margin jumped to ~17.5%. Then came the real fireworks ๐Ÿ’ฃ: Q1 guide $14.5โ€“15.5B, FY27 revenue $65โ€“72B vs. ~$52.5B consensus, $60B+ in new orders, record backlog, and 9 customers generating $1B+ each; shares jumped roughly 7โ€“9% after hours. But ๐Ÿ‘€ the fine print matters: Q4 margin benefited from customer/product mix and deferred contracts, while inventory has ballooned as SMCI prepares for higher shipments; management itself guides Q1 gross margin back down to roughly 10.4โ€“10.8%. ๐Ÿ”ฅ The market is buying the AI growth story. The ledger will decide whether it deserves to. #SMIC #NVDA #AMD #Aฤฐ CLICK TO BELOW TRADE๐Ÿ‘‡ $SMCI {future}(SMCIUSDT)
#supermicroforecastsaboveestimatessharesjump9% ๐Ÿšจ $SMCI โ€” THE FORECAST DID THE TALKING.
Q4 revenue came in at $11.1B (+93% YoY) โ€” a slight miss โ€” but EPS smashed expectations at $1.70 vs. ~$0.92, while gross margin jumped to ~17.5%. Then came the real fireworks ๐Ÿ’ฃ: Q1 guide $14.5โ€“15.5B, FY27 revenue $65โ€“72B vs. ~$52.5B consensus, $60B+ in new orders, record backlog, and 9 customers generating $1B+ each; shares jumped roughly 7โ€“9% after hours.
But ๐Ÿ‘€ the fine print matters: Q4 margin benefited from customer/product mix and deferred contracts, while inventory has ballooned as SMCI prepares for higher shipments; management itself guides Q1 gross margin back down to roughly 10.4โ€“10.8%.
๐Ÿ”ฅ The market is buying the AI growth story.
The ledger will decide whether it deserves to.
#SMIC #NVDA #AMD #Aฤฐ
CLICK TO BELOW TRADE๐Ÿ‘‡
$SMCI
ยท
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Bullish
#SuperMicroForecastsAboveEstimatesSharesJump9% ๐Ÿšจ๐Ÿ”ฅ $SMCI {future}(SMCIUSDT) SURPRISES THE MARKET! Super Micro Computer has delivered a strong outlook, with its latest forecast coming in above analystsโ€™ expectations โ€” sending shares soaring nearly 9%! ๐Ÿ“ˆ The move highlights continued optimism around AI infrastructure, data centers, and high-performance computing. ๐Ÿค–โšก As demand for AI continues to expand, companies supplying the hardware and infrastructure behind this boom remain firmly in the spotlight. ๐Ÿ“Š $SMCI +9% ๐Ÿค– AI demand remains a key market driver ๐Ÿš€ Strong guidance could fuel further momentum Wall Street is watching closely. Is this the beginning of another major move for $SMCI? ๐Ÿ‘€ #SMCI #SuperMicro #NVIDIA #TechStocks
#SuperMicroForecastsAboveEstimatesSharesJump9% ๐Ÿšจ๐Ÿ”ฅ $SMCI
SURPRISES THE MARKET!
Super Micro Computer has delivered a strong outlook, with its latest forecast coming in above analystsโ€™ expectations โ€” sending shares soaring nearly 9%! ๐Ÿ“ˆ
The move highlights continued optimism around AI infrastructure, data centers, and high-performance computing. ๐Ÿค–โšก
As demand for AI continues to expand, companies supplying the hardware and infrastructure behind this boom remain firmly in the spotlight.
๐Ÿ“Š $SMCI +9% ๐Ÿค– AI demand remains a key market driver ๐Ÿš€ Strong guidance could fuel further momentum
Wall Street is watching closely. Is this the beginning of another major move for $SMCI ? ๐Ÿ‘€
#SMCI #SuperMicro #NVIDIA #TechStocks
#SuperMicroForecastsAboveEstimatesSharesJump9% Super Micro $SMCI shares jumped roughly 9% after management delivered a striking FY2027 outlook. The company expects revenue of $65Bโ€“$72B, far above Wall Streetโ€™s ~$52.5B consensus, signaling management sees AI infrastructure demand accelerating rather than cooling. Q4 revenue reached $11.12B, up 93% YoY, while adjusted EPS hit $1.70 versus $0.92 expected. More importantly, gross margin expanded to 17.5%, suggesting improving product mix and execution. The key catalyst is scale: Supermicro says it entered FY2027 with more than $60B in new orders. However, the revenue miss shows customer infrastructure delays remain a risk. The bullish thesis is strong AI-server demand; the debate now shifts to whether margins can sustainably expand.๐Ÿ˜Ž $HOLO $NVDAB
#SuperMicroForecastsAboveEstimatesSharesJump9%
Super Micro $SMCI shares jumped roughly 9% after management delivered a striking FY2027 outlook.

The company expects revenue of $65Bโ€“$72B, far above Wall Streetโ€™s ~$52.5B consensus, signaling management sees AI infrastructure demand accelerating rather than cooling. Q4 revenue reached $11.12B, up 93% YoY, while adjusted EPS hit $1.70 versus $0.92 expected. More importantly, gross margin expanded to 17.5%, suggesting improving product mix and execution.

The key catalyst is scale: Supermicro says it entered FY2027 with more than $60B in new orders. However, the revenue miss shows customer infrastructure delays remain a risk.

The bullish thesis is strong AI-server demand; the debate now shifts to whether margins can sustainably expand.๐Ÿ˜Ž

$HOLO

$NVDAB
ยท
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Bullish
Partly True
#supermicroforecastsaboveestimatessharesjump9% ๐Ÿ’ก Supermicro just crushed expectations! ๐Ÿš€ Forecasting Q1 revenue up to $15.5B (versus the $12B predicted by Wall Street) sent shares jumping 9% after-hours. Shout out to Supermicro, but wait... just a forecast and the stock already moons? Talk about trading on pure hype and AI FOMO! ๐Ÿค–๐Ÿ’ธ What should traders do? Don't chase the green candles blindly. Keep an eye on actual earnings, watch Nvidia's supply chain, and manage your risks carefully. ๐Ÿ›ก๏ธ This is not financial advice. ๐Ÿ”ฅ Trade smart on Binance: https://www.binance.com/register?ref=VINHTOCDO ([Code: VINHTOCDO](https://www.binance.com/register?ref=VINHTOCDO)) #SuperMicro #SMCI #AISTOCKS #VINHTOCDO $SMCIB {spot}(SMCIBUSDT) $SMCI {future}(SMCIUSDT)
#supermicroforecastsaboveestimatessharesjump9%
๐Ÿ’ก Supermicro just crushed expectations! ๐Ÿš€ Forecasting Q1 revenue up to $15.5B (versus the $12B predicted by Wall Street) sent shares jumping 9% after-hours. Shout out to Supermicro, but wait... just a forecast and the stock already moons? Talk about trading on pure hype and AI FOMO! ๐Ÿค–๐Ÿ’ธ
What should traders do? Don't chase the green candles blindly. Keep an eye on actual earnings, watch Nvidia's supply chain, and manage your risks carefully. ๐Ÿ›ก๏ธ
This is not financial advice.
๐Ÿ”ฅ Trade smart on Binance: https://www.binance.com/register?ref=VINHTOCDO (Code: VINHTOCDO)
#SuperMicro #SMCI #AISTOCKS #VINHTOCDO
$SMCIB
$SMCI
ยท
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Bullish
Verified
People keep asking why crypto hasn't taken over the world. Look at the last mile: the gap between your wallet and your daily life. MoneyGram just built that bridge on Solana ($SOL ) โ€” one API that turns cash into crypto and crypto into cash, across 170+ countries. That's ~500,000 corner stores, remittance shops and post offices becoming crypto ramps overnight. {future}(SOLUSDT) No one wants to hear about TPS or gas wars. Grandma wants to send money to her kids in another country โ€” and now she can do it with the same shop she already trusts, just with a better rail underneath. Adoption doesn't happen on a dashboard. It happens at the counter. #moneygramexpandscashcryptoservicetosolana #USJulyCPI&PPIDueThisWeek #SuperMicroForecastsAboveEstimatesSharesJump9% #SECAndCFTCSueGoliathOver$400MCryptoPonzi #SenateDelaysCLARITYActVoteToSeptember $ETH $BNB
People keep asking why crypto hasn't taken over the world. Look at the last mile: the gap between your wallet and your daily life.

MoneyGram just built that bridge on Solana ($SOL ) โ€” one API that turns cash into crypto and crypto into cash, across 170+ countries. That's ~500,000 corner stores, remittance shops and post offices becoming crypto ramps overnight.

No one wants to hear about TPS or gas wars. Grandma wants to send money to her kids in another country โ€” and now she can do it with the same shop she already trusts, just with a better rail underneath.

Adoption doesn't happen on a dashboard. It happens at the counter.

#moneygramexpandscashcryptoservicetosolana #USJulyCPI&PPIDueThisWeek #SuperMicroForecastsAboveEstimatesSharesJump9% #SECAndCFTCSueGoliathOver$400MCryptoPonzi #SenateDelaysCLARITYActVoteToSeptember $ETH $BNB
ยท
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Bearish
#usjulycpi&ppiduethisweek โ€” The tiebreak print is here. ๐Ÿ• Today 8:30 AM ET ยท PPI tomorrow Consensus: +0.1% MoM / 3.4% YoY ยท core 2.5% YoY The setup: โ€ข Jobs: -23K โ†’ Sept hike odds 67% โ†’ 44% โ€ข Oil: +10% in 5 days (Hormuz shut) โ†’ inflation fear is back โ€ข Hawks: Cook ready to hike, Cleveland wants "multiple hikes" {future}(BZUSDT) ๐ŸŸข Cool print โ†’ hike talk dies, cut talk begins โ†’ risk-on ๐Ÿ”ด Hot print โ†’ stagflation trap: can't cut into, can't hike into $BTC $63.5K, whales accumulating, Glassnode says coldest stretch since FTX. One print settles the September Fed call. ๐Ÿ“‰ $BZ $XAU #SuperMicroForecastsAboveEstimatesSharesJump9% #SECAndCFTCSueGoliathOver$400MCryptoPonzi #SenateDelaysCLARITYActVoteToSeptember #GoldClimbsAbove$4400ToTwoMonthHigh
#usjulycpi&ppiduethisweek โ€” The tiebreak print is here.

๐Ÿ• Today 8:30 AM ET ยท PPI tomorrow Consensus: +0.1% MoM / 3.4% YoY ยท core 2.5% YoY

The setup: โ€ข Jobs: -23K โ†’ Sept hike odds 67% โ†’ 44% โ€ข Oil: +10% in 5 days (Hormuz shut) โ†’ inflation fear is back โ€ข Hawks: Cook ready to hike, Cleveland wants "multiple hikes"

๐ŸŸข Cool print โ†’ hike talk dies, cut talk begins โ†’ risk-on
๐Ÿ”ด Hot print โ†’ stagflation trap: can't cut into, can't hike into

$BTC $63.5K, whales accumulating, Glassnode says coldest stretch since FTX.

One print settles the September Fed call. ๐Ÿ“‰

$BZ $XAU #SuperMicroForecastsAboveEstimatesSharesJump9% #SECAndCFTCSueGoliathOver$400MCryptoPonzi #SenateDelaysCLARITYActVoteToSeptember #GoldClimbsAbove$4400ToTwoMonthHigh
๐Ÿšจ BITCOIN MAY BE REPEATING A PATTERN MOST PEOPLE ONLY NOTICE IN HINDSIGHT. Look at the previous major cycles: 2018 โ†’ $19K ATH โ†’ -84.1% 2022 โ†’ $69K ATH โ†’ -77.4% 2026 โ†’ $126K ATH โ†’ -52.6% 2029 โ†’ $*K ATH โ†’ -% Different narratives. Different macro conditions. But the structure? It keeps looking surprisingly similar. And thatโ€™s the part Iโ€™m watching. Because if Bitcoin follows the same cycle behavior again, the next major top could be MUCH higher than most people expect โ€” followed by another brutal correction that wipes out late buyers. Iโ€™m not here to predict the exact top. Iโ€™m waiting for confirmation. When I make my first BTC purchase, Iโ€™ll post the entry publicly RIGHT HERE. No hindsight. No โ€œI called itโ€ after the move. No vague predictions. Youโ€™ll see my entry before the crowd. Turn notifications on. ๐Ÿ”” The next move could change everything. #SenateDelaysCLARITYActVoteToSeptember #MoneyGramExpandsCashCryptoServiceToSolana #TheoDรตiFOMC #SuperMicroForecastsAboveEstimatesSharesJump9% #USJulyCPI&PPIDueThisWeek
๐Ÿšจ BITCOIN MAY BE REPEATING A PATTERN MOST PEOPLE ONLY NOTICE IN HINDSIGHT.

Look at the previous major cycles:

2018 โ†’ $19K ATH โ†’ -84.1%
2022 โ†’ $69K ATH โ†’ -77.4%
2026 โ†’ $126K ATH โ†’ -52.6%
2029 โ†’ $*K ATH โ†’ -%

Different narratives.

Different macro conditions.

But the structure?

It keeps looking surprisingly similar.

And thatโ€™s the part Iโ€™m watching.

Because if Bitcoin follows the same cycle behavior again, the next major top could be MUCH higher than most people expect โ€” followed by another brutal correction that wipes out late buyers.

Iโ€™m not here to predict the exact top.

Iโ€™m waiting for confirmation.

When I make my first BTC purchase, Iโ€™ll post the entry publicly RIGHT HERE.

No hindsight.

No โ€œI called itโ€ after the move.

No vague predictions.

Youโ€™ll see my entry before the crowd.

Turn notifications on. ๐Ÿ””

The next move could change everything.
#SenateDelaysCLARITYActVoteToSeptember #MoneyGramExpandsCashCryptoServiceToSolana #TheoDรตiFOMC #SuperMicroForecastsAboveEstimatesSharesJump9% #USJulyCPI&PPIDueThisWeek
ยท
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Bullish
LSK/USDT The Setup Is Heating Up ๐Ÿ”ฅ ๐Ÿ‘ป๐Ÿ‘ป๐Ÿคก๐Ÿคก Iโ€™ve been watching LSK closely, and this chart is starting to look interesting. After bouncing from 0.0815, price has built a steady recovery and is now holding around the 0.0877 zone, with the short-term structure turning bullish. ๐Ÿ“ Entry: 0.0870 โ€“ 0.0882 ๐ŸŽฏ TP1: 0.0899 ๐ŸŽฏ TP2: 0.0958 ๐ŸŽฏ TP3: 0.1018 ๐Ÿ›‘ Stop Loss: 0.0835 The real trigger is a clean breakout and hold above 0.0899 with volume. If that happens, LSK could start moving much faster toward the higher targets. But Iโ€™m not chasing green candles here I want confirmation and disciplined risk management. ๐Ÿš€ Let the chart confirm the move. Then we ride it. #SheinToStartHKIPOBookbuildingAsSoonAsNextWeek #MoneyGramExpandsCashCryptoServiceToSolana #KoreaApprovesTighterCryptoExchangeRules #SuperMicroForecastsAboveEstimatesSharesJump9% #OCCSaysDigitalFirmsCanSeekNationalBankStatus $LSK {future}(LSKUSDT) $BANK {future}(BANKUSDT) $LAB {future}(LABUSDT)
LSK/USDT The Setup Is Heating Up ๐Ÿ”ฅ
๐Ÿ‘ป๐Ÿ‘ป๐Ÿคก๐Ÿคก
Iโ€™ve been watching LSK closely, and this chart is starting to look interesting. After bouncing from 0.0815, price has built a steady recovery and is now holding around the 0.0877 zone, with the short-term structure turning bullish.

๐Ÿ“ Entry: 0.0870 โ€“ 0.0882
๐ŸŽฏ TP1: 0.0899
๐ŸŽฏ TP2: 0.0958
๐ŸŽฏ TP3: 0.1018
๐Ÿ›‘ Stop Loss: 0.0835

The real trigger is a clean breakout and hold above 0.0899 with volume. If that happens, LSK could start moving much faster toward the higher targets.

But Iโ€™m not chasing green candles here I want confirmation and disciplined risk management. ๐Ÿš€

Let the chart confirm the move. Then we ride it.

#SheinToStartHKIPOBookbuildingAsSoonAsNextWeek #MoneyGramExpandsCashCryptoServiceToSolana #KoreaApprovesTighterCryptoExchangeRules #SuperMicroForecastsAboveEstimatesSharesJump9% #OCCSaysDigitalFirmsCanSeekNationalBankStatus

$LSK
$BANK
$LAB
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