Alright, settle in, folks. We’re talking about Super Micro Computer (SMCI +8.08%). Now, they’re not building super men, they’re building super servers. Modular ones, no less. Fancy! Closed Thursday at $32.16, up a healthy 8.25%. A good day for a company that makes the brains of the robots that will eventually judge us all. Analysts are upgrading it, institutions are buying, and they’re apparently thinking about making AI servers in India. India! It’s like a Bollywood musical for your data! And believe me, data loves a good musical.
Forty-two point one million shares traded. 42.1 million! That’s more people buying servers than showed up for the premiere of my last movie…and that’s saying something. It’s about 47% above their average. They went public in 2007, and get this – up 3572% since then. 3572%! I once invested in a talking parrot that didn’t even chirp that much. This is a good sign, folks. A very good sign. Unless you’re a parrot.
How the Markets Moved Today
S&P 500 (SNPINDEX: ^GSPC) slipped a teensy bit, 0.28% to 6,861.89. It’s like the market had a slightly upset stomach. The Nasdaq Composite (NASDAQINDEX: ^IXIC) fell 0.31% to 22,683. A bit of a stumble, but nothing a good cup of coffee – or a server upgrade – can’t fix. Now, Hewlett Packard Enterprise (HPE 0.91%) closed at $21.39 (-0.74%) and Dell Technologies (DELL +1.83%) finished at $119.06 (+1.95%). Mixed signals, folks. It’s like a vaudeville act where half the performers are on point and the other half are…well, let’s just say they’re working on their timing.
What This Means for Investors
Record AI revenue, you say? $12.68 billion in quarterly net sales? $400.56 million in net income? Over 90% from AI? That’s not a company, that’s a cash machine! And they’re predicting at least $40 billion for the full year. Forty billion! I once tried to raise that much for a musical about a sentient bagel. Didn’t go so well. This indicates that the demand for AI servers is strong, scalable, and possibly…sentient? Don’t quote me on that last one.
Some Seeking Alpha analyst upgraded the stock to “strong buy,” citing potential margin expansion. Margin expansion! It’s like stretching a dollar until it screams. This isn’t just about revenue growth anymore, it’s about operating leverage. It’s about making every penny work harder. It’s about…well, it’s about money, folks. Let’s not get too philosophical. Investors will be watching to see if this AI server demand and margin expansion can support their higher revenue outlook. And frankly, so will I. I’m thinking of buying a server farm. Maybe I can finally get that bagel musical off the ground.
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2026-02-20 01:24