🚨 Supermicro $LAB just exploded premarket!
FQ1'27 revenue guidance of $18.5–19.5B absolutely crushes market expectations of $14.5–15.5B! Gross margin of 12–12.5% also came in well above expectations.
Management: Demand is mainly coming from emerging Neoclouds and AI lab buildouts.
$SMCI is already up 11% today.
🤔 Is this AI hardware cycle just getting started, or has the market already priced in too much?
A. Keep rallying / B. Hit the top?
Not investment advice
#AI #EarningsSeason
FQ1'27 revenue guidance of $18.5–19.5B absolutely crushes market expectations of $14.5–15.5B! Gross margin of 12–12.5% also came in well above expectations.
Management: Demand is mainly coming from emerging Neoclouds and AI lab buildouts.
$SMCI is already up 11% today.
🤔 Is this AI hardware cycle just getting started, or has the market already priced in too much?
A. Keep rallying / B. Hit the top?
Not investment advice
#AI #EarningsSeason