$SUPER MICRO COMPUTER INC(SMCI

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI has faced numerous challenges including its auditors resigning and not able to lodge financial statements but came off flying high. I am very optimistic about its success.

Super Micro Jumps 19%, Optical Modules Follow — Who Benefits Most in AI Hardware?

AI hardware turned pre-earnings caution around. Super Micro +19.02% on EPS of $1.70 against a $0.98 estimate, even with revenue of $11.12 billion missing the $11.782 billion consensus — the sell side moved onto the gross-margin outlook, the exact thing it had been afraid of. Optical went with it: Lumentum +13.63% on EPS of $3.23 versus $3.03, revenue $1.006 billion; Coherent +8.24% into its own after-hours print. Applied Materials +4.29%, also reporting after the close — the first direct read on whether announced capacity turns into equipment orders.

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