Expert Call | AI Server OEM: 2026 xAI Orders, GB300 Price Hikes & B300 Margin Gains
Super Micro’s 2026 xAI rack orders, GB300 price increases and B300 mix frame its gross-margin outlook.
NASDAQ
Super Micro Computer, Inc.
SMCI
9 stories
$23B Market cap · 2026-10-22
Serenity on X
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 https://t.co/RLw4nfI17x
Negligible Capital on X
*SMCI PRELIM 1Q NET SALES $18.5B TO $19.5B, EST. $14.99B Woah $SMCI
JabroniCoin.USD on X
$SMCI is a SpaceX pick-or-shovel? https://t.co/iPapUcZbMh
SG on X
Goldman may have 99 ethical problems, but this isn't one of them. To everyone crapping on Goldman because its analyst is not on the same page as its traders re $SMCI -- that is a good thing. You want to see that wall within a bank. https://t.co/CEqJtDbIOU
JabroniCoin.USD on X
So now $SMCI is part of the agentic & SpaceX capex trade? https://t.co/BMrEvmCbQj
SG on X
Me, I bought this crap (around $21.4). $SMCI https://t.co/yRsywgjrZw
JabroniCoin.USD on X
For FY 2027, the Company expects net sales in the range of $65.0 billion to $72.0 billion. Net sales in the range of $14.5 billion & $15.5 billion for the first quarter of FY 2027 ending September, 2026, and non-GAAP net income per diluted share of $1.01 to $1.10 $SMCI 👀 https://t.co/BMrEvmCbQj
JabroniCoin.USD on X
Umm is SpaceX the high-margin customer of $SMCI that’s boosting their order book > $60 Bn? Short interest seems high https://t.co/BMrEvmCbQj
Investor Letters
Letters that discuss SMCI.
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