Creator sentiment
5 creators · 5 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Trades at an extremely cheap ~6x forward P/E despite strong revenue growth and raised guidance.
- +Guidance raised by $10B to $72-82B, implying ~$20B revenue per quarter, showing customers need SMCI more.
- +Regulatory/accounting concerns are largely resolved (6 of 7 issues solved), and he owns a small position.
- +Data center capex will not slow down, it may just relocate; hardware is a bargain right now.
- +The data center boom is just getting started globally, with growth in Europe, Asia, and the Middle East.
- +Buy the dip on the data center slowdown fears, which are fake news.
- +Preliminary update implies revenue could reach ~$19-19.5B, nearly 4x year-over-year, with gross profit up ~5x.
- +Growth is driven by a major customer (SpaceX/xAI) building racks for Nvidia chips, a potential big win.
The bear case
- −He compares SMCI to a poor man's Dell with more drama than problems.
What StockTubers recently said
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Trades at an extremely cheap ~6x forward P/E despite strong revenue growth and raised guidance. · Guidance raised by $10B to $72-82B, implying ~$20B revenue per quarter, showing customers need SMCI more. · Regulatory/accounting concerns are largely resolved (6 of 7 issues solved), and he owns a small position.
📹 OMG WHAT'S HAPPENING
Data center capex will not slow down, it may just relocate; hardware is a bargain right now. · The data center boom is just getting started globally, with growth in Europe, Asia, and the Middle East. · Buy the dip on the data center slowdown fears, which are fake news.
📹 AMD Q3 2026 EARNINGS + SMCI, DUOLINGO & MORE | MARKET CLOSE
Preliminary update implies revenue could reach ~$19-19.5B, nearly 4x year-over-year, with gross profit up ~5x. · Growth is driven by a major customer (SpaceX/xAI) building racks for Nvidia chips, a potential big win. · Expects raised guidance for Q4 and into 2027, though the market may react strangely to good numbers.
