$SUPER MICRO COMPUTER INC(SMCI)$ The rerating looks like it's only getting started. Setting aside the noise, the numbers are hard to ignore: $11.1B in Q4 revenue, nearly 100% YoY growth, over $60B in new Q4 orders, $1.70 adjusted EPS, and a FY27 revenue outlook of $65B–$72B. AI infrastructure demand keeps expanding, and SMCI is positioned right in the middle of it. Meanwhile, Wall Street treats AI demand as a major positive when discussing $NVIDIA(NVDA)$ , $Dell Technologies Inc.(DELL)$ , and $CoreWeave, Inc.(CRWV)$ , but suddenly reaches for every risk-related word when SMCI comes up. That's fine. Analysts can chase their price targets, and the media can chase whatever narrative they want. I'm watching the numbers. If execution holds up, I think the market eventually has to close this valuation gap. SMCI isn't just riding the AI wave, it's helping build it.
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