$Super Micro Computer(SMCI.US) 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 $SpaceX(SPCX.US) + xAI DCs "within a year" back in June..But if SMCI sustain 10-15% gross margins off that ~$70B revenue guidance... I think there's a lot of room for rerating given MC is ~$20B (NFA, I have short term positions in SMCI now from this ER). Most important thing is learning about 2027 margins from call today.
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