$SUPER MICRO COMPUTER INC(SMCI)$ This week could be a big catalyst. With $Hewlett Packard Enterprise(HPE)$ and $Dell Technologies Inc.(DELL)$ earnings on deck, strong AI infrastructure demand, server growth, or upbeat guidance from either company could lift the entire sector, and SuperMicro may have the most room to run. SMCI is already trading at a valuation discount despite massive AI exposure and strong revenue growth. If Dell and HPE confirm that enterprise AI spending is still accelerating, the market may have to re-rate SMCI. My target: mid-$40s is absolutely in play this week if earnings and guidance reinforce the AI infrastructure bull cas
$Advanced Micro Devices(AMD)$ Revenue is projected to grow from 50 billion a year to 85 billion. Earnings are expected to go from 7.5 billion a year to 15 billion next year, based on the average estimate. That would bring the PE from 68 down to 32. The market cap is less than 10 times next year's revenue. They're growing at 35 to 40 percent according to the average estimate. That would bring the PEG to less than one. Stop claiming it's too expensive.
$SUPER MICRO COMPUTER INC(SMCI)$ I pulled together the strongest recent SMCI data we have as of August 27, 2026. I can't independently verify newer filings or news right now since web search is disabled, so this is based on the most recent data available to me. The valuation disconnect on SMCI is getting hard to ignore. FY26 revenue came in at $39.1B, up from $22.0B. Q4 revenue was $11.1B, with net income around $1.18B. Non-GAAP EPS for Q4 was $1.70 versus $0.41 a year ago. Gross margin improved to 17.6% from 9.6%. They also have $60B+ in new orders and a record year-end backlog. Guidance for FY27 is $65B–$72B in revenue, with Q1 FY27 guided at $14.5B–$15.5B. Meanwhile, SMCI has been trading around roughly 8.6x forward earnings, compared with
$Advanced Micro Devices(AMD)$ Rough day on light volume. Nvidia once again showed why it's the undisputed king. Volume ran about double the usual, the stock climbed 8%, and it's now only $10 away from its all-time high.
$NVIDIA(NVDA)$ I have to give him credit for everything. A true genius, and I feel like I made a smart call by ignoring the market noise and holding through the dips.
$Palantir Technologies Inc.(PLTR)$ CRM is now running on PLTR, just like Anthropic. And months ago PLTR partnered with NVDA. Our CEO keeps getting ahead of everyone on these wins. Dr. Karp likes to win. Don't trade it, own it.