wilantara

#supermicrojumpsover20%afterhours Super Micro Computer $SMCI just dropped a preliminary Q4 update that absolutely crushed expectations — and the stock is ripping +20% after hours. The numbers that broke the tape: 💥Gross margins guided to 15-17% — literally double the prior guidance of 8.2-8.4%. For context, TTM gross margin was 8.83%. Doubling margins in 90 days is unheard of for a hardware company. 💥Over $60 billion in new orders in Q4 alone — more than the company's total revenue over the past two years. Backlog hit a record high. 💥Q4 revenue expected at $11B-$12.5B — near the full $14.9B total revenue for all of FY2024. The revenue base has effectively doubled. What changed? Per TrendSpider and amitisinvesting, the margin explosion reflects a favorable customer and product mix — Blackwell liquid-cooled racks and rack-scale systems are now becoming the revenue majority, and GPU supply improvements mean SMCI is moving from "chasing orders" to "choosing orders" with higher-margin hyperscaler clients. The valuation disconnect: $SMCI closed at $29.40 before the after-hours rip. That's a $17B market cap. 💥Dell: 1.96x P/S ratio → SMCI at the same multiple = $156/share 💥FY2024 stock price was $123 with lower revenue and margins 💥P/S currently ~0.5x — the cheapest in the AI hardware peer group The ripple effect: $DELL and $HPE are both up after hours on the read-through. If a commodity server assembler can command 15-17% margins, it signals AI infrastructure demand is broadening — not just hyperscaler concentration, but enterprise deployment accelerating. Not financial advice. The margin doubling is the headline — but $60B in new orders in one quarter suggests the AI infrastructure cycle is still in early innings, not peaking. The August 11 full report is the real catalyst. Watch $NVDA , $DELL, and HPE for sympathy moves tomorrow. #BitcoinReclaims$65K #FedSeenHoldingRatesJuly29 #BitcoinETFsPostLongestInflowStreakSinceMay #IranPresidentSaysFullScaleWarWithUS