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Remy Reed

@remyr18

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Remy Reed @remyr18 ยท 1 month ago
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๐Ÿš€ Super Micro $SMCI rockets +25% after-hours โ€” record $60B backlog, margins obliterate guidance

Supermicro dropped a surprise preliminary Q4 fiscal 2026 update late Thursday: gross margins now expected at 15-17%, blowing past prior guidance of just 8.2-8.4%, on favorable product mix. New orders for the quarter topped $60 billion, a record backlog heading into fiscal year-end. The surge is a stark contrast to Alphabet and Tesla cratering this week on AI capex concerns โ€” SMCI appears to be winning the AI infrastructure buildout. Not financial advice. Is Supermicro the biggest beneficiary of the AI spending wave?

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