Src_F

[Supermicro @Supermicro]

📢Supermicro just launched next-generation server platforms optimized for the new @intel® Xeon® 6+ processors.

Learn more: https://t.co/PpeM1gA9Un

#Supermicro #Computex #Computex2026 #IntelInside #IntelAI #IntelXeon @IntelBusiness

[Supermicro @Supermicro]

In close collaboration, Supermicro and @AMD are showcasing the next-generation Supermicro AMD Helios platform this week at COMPUTEX!

Designed for the era of agentic AI, Helios enables Cloud Service Providers (CSPs), NeoClouds, hyperscalers, and enterprises to deliver large-scale AI workloads: including Sovereign AI, LLM training, inference, and fine-tuning, with unmatched efficiency and scalability. 

Read the press release to dive into this exciting update: https://t.co/JhCc0CyHdV

#Supermicro #AMD #Helios #Computex2026

[Supermicro @Supermicro]

Kicking off COMPUTEX 2026, Supermicro and @Arm announced a new collaboration leveraging Arm® AGI CPUs to deliver a new class of AI solutions.

Innovative rackmount systems include 2U Hyper and Hyper-E as well as a 5U PCIe GPU architecture for balanced performance and efficiency, while 2-OU4N and 1-OU4N rack-scale solutions deliver maximum density at scale.

Read the full press release: https://t.co/bL39P9m2nM

Follow the page for additional COMPUTEX 2026 updates from Supermicro!

[Supermicro @Supermicro]

Supermicro's latest AI infrastructure unveiled during COMPUTEX 2026!

Supermicro unveiled blueprints for @nvidia Vera Rubin NVL72 and NVIDIA HGX Rubin NVL8, designed for gigawatt-scale AI data center deployment starting from building blocks of a single 1,152-GPU scalable unit that can be multiplied to virtually any size.

Read the press release: https://t.co/TE3FOAuKQV

NVIDIA's new co-packaged optics (CPO): https://t.co/91gnY4X9Lo

Learn more about the Super AI Station: https://t.co/WVMuvS0X5V

@NVIDIAAI #COMPUTEX2026 #AI #DCBBS #Supermicro

[Src_F @src_fernando]

$SMCI is amazing, IA ready servers, $DELL and $HPE are legacy technology

[Src_F @src_fernando]

People is moving today their $HPE and $DELL profits to $SMCI, its 8x - 10x undervalued. $SMCI triple digits soon

[Src_F @src_fernando]

Congrats to $HPE, now keep an eye on $SMCI. $DELL AND $HPE servers are ok but adapted, $SMCI are IA native and green certificated. $SMCI revenue is the double of its marketcap and PE is low.Also JPMorgan says $SMCI will do 200B revenue soon and yesterday showed amazing products.

[Src_F @src_fernando]

https://t.co/GlF7TuudhD

[Src_F @src_fernando]

The reason $SMCI keeps going up after hours is because it has native AI products, while $DELL and $HPE are still relying on legacy products that barely fit into the AI world and were never truly designed for it in the first place.

[Src_F @src_fernando]

JPMorgan expects $SMCI to reach soon $200B in revenue, yet the company’s market cap is still only around $22B.

$SNDK $MU $NVDA $INTC $SNOW $WD $ORCL

[Src_F @src_fernando]

Now look $SMCI, value stock, low PE, 22B market cap with 44B revenue last fiscal year, 20% short interest, short squeeze is coming. SMCI DCBBS server are IA native, $DELL and $HPE are legacy HW trying to adapt to IA.

$NVDA $INTC $SNDK $MU $SNOW, $AMD, $WD, $ORCL

[Src_F @src_fernando]

$SMCI servers are AI-ready, unlike $DELL and $HPE with their old legacy hardware. $NVDA is a golden partner for Vera Rubin deployments and direct liquid-cooling server infrastructure.

[Src_F @src_fernando]

Today confirms the bullish trend in $SMCI. They tried to push the same bearish sentiment they used against Intel, but it was impossible to stop this uptrend with a trailing P/E around 17–18, a forward P/E around 10–11, and a market cap of only $21B.

msg 1/3

[Src_F @src_fernando]

JPMorgan is already talking about a potential $200B revenue future, while this fiscal year $SMCI already reached around $40B. $SNDK and $INTC were 2025 opportunities, but $SMCI is the 2026 opportunity.

msg 2/3

[Src_F @src_fernando]

@sonofazraels_cr @RepNancyMace @ImBreckWorsham yes they have crafts and non human intelligence bodies

[Src_F @src_fernando]

@DoucheBag168 This week’s uptrend has you cooked. Close your short, shortie, before you get absolutely steamrolled.

[Rep. Nancy Mace @RepNancyMace]

Release the Epstein files and the UAP files.

We can do both.

[Src_F @src_fernando]

@MS1919s9315 @jukan05 TSMC US WON'T PRODUCE the advanced nodes of the company, just legacy nodes like N4 and N3 later

[Src_F @src_fernando]

@BBtrader42 back to 52