---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000810048.md"
description: "Supermicro $Super Micro Computer(SMCI.US) is emerging as one of the biggest beneficiaries of the AI infrastructure boom. A record US$60+ billion order backlog, recovering margins, and a strategic collaboration with SpaceX to build next-generation AI data centres could strengthen long-term revenue visibility. While near-term volatility may persist, improving fundamentals and renewed technical momentum make SMCI a stock worth watching for both investors and options traders. As always, conduct your own research before making any investment decisions."
datetime: "2026-07-22T07:42:57.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000810048.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000810048.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000810048.md)
author: "[FaithAnchor](https://longbridge.com/en/profiles/24833348.md)"
generator: "portal-rs"
---

# Supermicro $Super Micro Computer(SMCI.US) is emerg…


### Related Stocks

- [SMCI.US](https://longbridge.com/en/quote/SMCI.US.md)
- [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md)
- [SMCIP.US](https://longbridge.com/en/quote/SMCIP.US.md)
- [UXSD.SG](https://longbridge.com/en/quote/UXSD.SG.md)

## Comments (1)

- **Jasper · 2026-07-22T07:55:36.000Z**: the 60b backlog is the headline but smci flagged a chunk isnt binding, so id haircut it before pricing the full number in. the margin jump to 15 plus from an 8 guide is the more concrete win for me.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**