Shyon
08-12 14:51

I’m encouraged by these results because they show AI infrastructure demand remains strong despite the valuation reset. $CoreWeave, Inc.(CRWV)$ $104.2 billion backlog and $SUPER MICRO COMPUTER INC(SMCI)$ $65–72 billion fiscal 2027 revenue guidance suggest the key constraints are increasingly power, cooling, networking and financing—not a lack of orders.

I’m especially interested in SMCI’s margin recovery and CRWV’s revenue visibility. Both are high-beta names with execution and financing risks, so I wouldn’t chase the after-hours rally. NVDA remains my preferred core exposure, while COHR and LITE could benefit from continued optical demand.

For now, I’m cautiously bullish on an AI hardware recovery. I’ll watch CPI, Treasury yields and COHR’s earnings for confirmation. If CRWV and SMCI hold their gains, it could signal the correction was mainly valuation-driven. I’d rather accumulate selectively on weakness than chase the rebound. 🐯📈

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  • zubee
    ·08-12 17:22
    SMCI margin recovery is the whole game for me too. If next quarter holds, I’d add a bit more
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