๐ SMCI rockets +24% on record $60B AI order backlog & SpaceX data center deal
Super Micro Computer blew past expectations this week, revealing a record $60B order haul in Q4 FY2026 and nearly doubling gross margin guidance to 15โ17% (from just ~8%). CEO Charles Liang confirmed a partnership to co-build a gigawatt AI data center with SpaceXAI. Shares ran from ~$25.50 to above $30. Is the AI server trade finally getting the credit it deserves? Not financial advice.
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