SOLgod

Blockchain specialist, Crypto trader, Web3 builder.

[SOLgod @solmanfunk]

@wallstengine Huge earnings beat $SMCI

[Wall St Engine @wallstengine]

SUPERMICRO $SMCI Q1’27 EARNINGS HIGHLIGHTS

🔹 Revenue: $19.9B; +298% YoY
🔹 Adj. EPS: $1.81 (Est. $1.62) 🟢; +417% YoY

FY27 Guide:
🔹 Revenue: $72.0B-$82.0B (Est. $69.17B) 🟢

Q2 Guide:
🔹 Revenue: $19.5B-$21.5B
🔹 GAAP EPS: $1.59-$1.83
🔹 Adj. EPS: $1.66-$1.90

Other Q1 Metrics:
🔹 Gross Margin: 12.7% GAAP; 12.8% Non-GAAP
🔹 Adjusted EBITDA: $2.2B
🔹 Cash Flow Used in Operations: $434M
🔹 Cash & Equivalents: $6.9B

Comments:
🔸 “Supermicro’s transformation into a Total AI and IT Datacenter Solution provider continues to accelerate, delivering record revenue of $19.9 billion for the first quarter fiscal 2027,” said Charles Liang, Founder, President, and CEO of Supermicro.

🔸 “DCBBS is driving significant value for our customers—from gigawatt-scale datacenters down to single-container PODs—which, including our expanding software, proactive service, and networking solutions, is enhancing profitability and long-term shareholder value.”

[SOLgod @solmanfunk]

@ToddAultIII I am loading up hardcore down here. The market cap is way too cheap. The data center business alone plus the guided revenue and EBITDA for 2027 makes this company super cheap from a valuation perspective.

[Milton Todd Ault III @ToddAultIII]

Proud to see what the team at askROI is building! 🚀

As a 100% owned subsidiary of $GPUS Hyperscale Data, the platform's active user growth and overall usability are seriously impressive.

Check it out on the App Store, Google Play, or at https://t.co/uxsY760k9z.

Not a solicitation to buy or sell securities.

[Milton Todd Ault III @ToddAultIII]

I would agree $BTC is pristine capital!

[SOLgod @solmanfunk]

@ToddAultIII Great news, keep expanding and getting more MSA signed.

[Milton Todd Ault III @ToddAultIII]

Hyperscale Data Completes Acquisition of 48.5 Acres to Expand Michigan AI Data Center Campus

Hyperscale Data ($GPUS) trades on NYSE American. 🚀
Read more here: https://t.co/uohATDy8Kp $GPUS🔗

Disclaimer: Not an offer to buy or sell securities.

[Milton Todd Ault III @ToddAultIII]

95 mins from now: see you on the Hyperscale Data call. $GPUS

[SOLgod @solmanfunk]

@ToddAultIII You need to correctly address the confusion around a tender offer at 0.21 that closed just 3 weeks ago, and now a new ATM get established when the old one just got cancelled 4 weeks ago. You need to establish clear intentions around what price to NAV % you will do an ATM at.

[SOLgod @solmanfunk]

@ToddAultIII Hello Sir, can you please discuss how stock trades well below NAV and the recent tender offer you made was at 0.21 and you will only do ATM at 0.35 or higher. This needs to be discussed, I would love to ask a question. I am not against an ATM, it needs to be at the right price.

[SOLgod @solmanfunk]

@ToddAultIII If you could release the name of the Neocloud operator that signed the MSA that would be amazing and would give ppl a lot more confidence and reasurance in the matter. I believe shareholders are deserved this much transparency and will help quell rumors and false information.

[SOLgod @solmanfunk]

@ToddAultIII I understand you need to do a large ATM of 300M to do CAPEX spend for buying GPUs, upgrading facility, etc. I get that you have space ready to go and can convert BTC mining to HPC quickly and this is a great story. Execution takes lots of capital to pull this off correctly.

[SOLgod @solmanfunk]

@ToddAultIII I will be tuning into the investor presentation and conference call on Friday afternoon. I hope you can deliver more information regarding who the neocloud operator is that you signed a MSA with. Is it $CORZ ???

[Milton Todd Ault III @ToddAultIII]

Message from the executive chairman of Hyperscale Data, Inc. $GPUS

For more than a decade, I’ve watched people attack the company I love, our employees, and the mission we’ve dedicated our lives to building.

Recently, that has gone beyond criticism. It has included knowingly false statements, harassment of our employees, and even threats against members of my family.

Today, I’m making something clear.

I will no longer sit idly by while people knowingly spread false information, fabricate stories, harass our employees, threaten my family, or attempt to damage the reputation of our company and its subsidiaries.

Today, we signed a Master Services Agreement with an expected value of approximately $1.2 billion, with the potential to exceed $3.0 billion if expansion options are fully exercised. Those are the facts, and I will defend them wherever they are challenged.

More than 600 dedicated employees come to work every day to build this company. They deserve leadership that will stand up for them. Our shareholders deserve facts, not misinformation.

Honest criticism and legitimate debate come with being a public company. Lies, coordinated misinformation, harassment, threats, and defamatory statements do not.

Going forward, we’ll continue to respond with facts. We’ll continue building our business. And where false and defamatory statements or other unlawful conduct cross the line, we will pursue every lawful remedy available to protect our employees, our shareholders, and our company.

I’ve done it before, and I won’t hesitate to do it again.

We’ll let our execution speak the loudest. But we will defend the truth.

$GPUS

Not a solicitation to buy or sell securities.

[SOLgod @solmanfunk]

@ToddAultIII Shareholder in $GPUS for the last 3 months and will keep buying more. I believe in the vision of this company and the work the CEO is doing to transition the company from a bitcoin:native miner into a HPC provider.

[Milton Todd Ault III @ToddAultIII]

Hyperscale Data Delays Investor Conference Call to June 26, 2026

Hyperscale Data ($GPUS) trades on NYSE American. 🚀
Read more here: https://t.co/HGNQIhy4zX $GPUS🔗

Disclaimer: Not an offer to buy or sell securities.

[SOLgod @solmanfunk]

@Bullishtrade47 Already know all this, but yes you are correct, $ALAB is in great position going forward.

[SOLgod @solmanfunk]

@AsteraLabs Very cool, $ALAB is part of the $AMZN AI chip supply chain story. Long term buy and hold IMO.

Analysts forecast Astera Labs to deliver a 37% sales CAGR and 34% EPS CAGR from 2025-2027, with limited competition in PCIe AI scale-up.

[Astera Labs @AsteraLabs]

AWS’s commitment to UALink reinforces the future of open, interoperable AI infrastructure. UALink provides a memory semantic, low latency, high bandwidth scale-up AI fabric. We are proud to work alongside AWS and industry leaders in advancing #UALink technology.

#reInvent

[SOLgod @solmanfunk]

@Aster_DEX good to see, still here trading hard on the @Aster_DEX and buying up $ASTER cheap on the dips.