Stocks · Coverage Archive
$SMCI
37.24 ▲ 2.03%
Every Regards of Wallstreet article on $SMCI, newest first — 3 stories and counting.
2026-08-10 · 2 min read
The $60 Billion Question: Why I'm Not Buying Super Micro Until Tuesday Night
Is Super Micro a buy before August 11 earnings? SMCI at $32.48 rides a $60 billion order claim and an 18% implied move. My answer is no before the print, and here is the post-print trigger.
2026-08-04 · 7 min read
Super Micro Earnings August 11: The $60 Billion Order Claim Gets Cross-Examined. Options Price 18%
Super Micro reported fiscal Q4 2026 revenue of $11.12 billion, a 17.5% gross margin and $1.70 non-GAAP EPS, then guided fiscal 2027 to $65-72 billion. Shares rose 6-9% after hours.
2026-07-22 · 6 min read
Why Is SMCI Up 20% Today? Super Micro's $60 Billion Order Bomb, Explained (July 22, 2026)
SMCI jumped 20% premarket on July 22, 2026 after Super Micro reported $60B in new AI server orders and doubled its gross margin guide to 15-17%. The plays.
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