$SMCI
1 位大V提及 · 6 条相关推文
Serenity
中性
仅作为采购需求加速的背景提及，未直接表达对SMCI股价的看多或看空观点。
相关推文时间线
Serenity
中性
2026-10-20 23:16
仅作为采购需求加速的背景提及，未直接表达对SMCI股价的看多或看空观点。
Divergence between fundamental demand and valuations are now at extreme levels.
You're seeing accelerating procurement from $SMCI to $SPCX vs. collapsing equity prices on $AAOI to colo players.
After ERs, I think Oct 2026 will be seen as a DeepSeek / April tariff opportunity
美股仙人
看多
2026-08-12 03:44
SMCI财报起飞，作者期待硬件股春天回归并借CPI进一步上涨。
今天 lite，crwv，smci 硬件股财报都起飞了，欧巴也向上熔断了，硬件的春天回来了吗？不过也要看今天的 cpi，再助推一把，川普出手吧，点燃硬件股吧
Buy the dip，长期持有，永远缺存储，Discord在个人资料。
Serenity
看空
2026-08-12 01:08
讽刺SMCI CEO在财报问答中回避2027毛利率和9月利润率改善问题，对指引可信度存疑。
Bro Charles the $SMCI CEO needs to become a politician.
I’ve never seen a guy dodge so many questions on a Q&A earnings transcript before.
- “what’s your 2027 gross margins”
A: “we look forward to growing them
- “do you anticipate margins to improve September?”
A: September. Which is September?
Serenity
看多
2026-08-11 21:09
Supermicro营收指引和新增订单惊人，AI数据中心建设带来巨大需求。
Insane earnings today for the AI theme with $CRWV, $SMCI, and $LITE.
Coreweave: Absurd ~$104B+ backlog, which doesn't include $25B+ of new customer agreements added in early Q3.
Compute demand read through for Neoclouds is enormous (For Nebius, Iren and others)
Supermicro: Absurd $65-72B in re
Serenity
看多
2026-08-11 20:51
SMCI FY2027营收指引远超预期并获超600亿美元新订单，若维持10-15%毛利率有重估空间。
$SMCI 2027 guidance was actually unholy: $65-$72 billion FY 2027 revenue guidance...
vs. ~$52.4B expected, a casual +$16.1B above consensus.
SMCI logged a massive $60B+ in news order from this earnings.
That timeline is also interesting when they announced a plan to co-build $SPCX + xAI DCs "
美股仙人
中性
2026-07-22 02:03
虽讨厌 SMCI，但承认其财报不错，并视为硬件股需求无问题的证据，未明确对其股票看多或看空。
虽然我非常讨厌 smci 这个公司，但是财报不错，这个季度硬件股没有什么问题的证据+1🤦，存储到头了这句话早晚会变成一个笑话。
Buy the dip，长期持有，Discord在个人资料。 https://t.co/X5SLW4B4xR