$SMCI
Woah.
SMCI guided for 8.4-8.7% gross margins last quarter. They have a TTM gross margin of 8.83%.
They just came out after hours and said they are increasing their guide for gross margins to now 15-17%.
Even during 2024-2025, their gross margins went from 11-13%.
How does a commodity server rack provider double their margins in the past 90 days?
If anything, it feels like the company is either rolling out new products with better margins in the AI space or gaining more leverage with their customers to command better margins. If a low margin business like $SMCI can gain leverage, then other AI names can as well, which is part of the reason that competitors like $DELL and $HPE are up after hours.
Pretty incredible move from SMCI and could be a big moment for many AI names that are able to increase margins.
$SMCI +15%
If you’re curious why $NBIS is up after hours.
$NVDA disclosed it owns 9.3% beneficial ownership of Nebius via SEC filings.
Not exactly too new since it dates back to Nvidia’s existing share position of 1.19M shares + $2B prefunded warrant of ~21M shares.
But great for sentiment having Nvidia be a large shareholder of the Neocloud leader.
@REM_infoservice je comprends. vous avez déjà mentionné une intervention cause un délai. Ma question c'est pourquoi qu'une intervention va interrompre le service. Est-ce que les voies sont bloquées par les services d'urgence ou les trains sont bloquées?
@REM_infoservice Achetez votre titre mais on ne garantie pas que le REM fonctionne et aucun remboursement de titre même si le REM tombe en panne. 🤡 Achetez à vos risques 🤡
You know what
I’m restarting the $100 to $10,000 challenge.
I want everyone to have a fair shot at this.
Last time it took me about 5 days, will try to do it faster this time.
If you want to follow along, RT + comment “join” below
Going to lock comments in 24 hours
@REM_infoservice Resumption? We are inside a train stopped right before Panama direction Brossard. What is rolling stock problem? Can you explain in layman’s term?