MIDDAY: SMCI's $60B order shock 🚀
Super Micro says Q4 revenue lands near the low end of guidance, but gross margin is coming in at 15 to 17%, roughly double what it guided, with over $60 billion in new orders on the books.
Customers paying up like that is the loudest AI demand signal of the week.. DELL and HPE are riding it too.
SMCI up over 20% 😅
