Bro, I'm convinced that $SMCI is way too cheap right now at only $16.8B MC. They

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Bro, I'm convinced that $SMCI is way too cheap right now at only $16.8B MC. They

· @ParadisLabs

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Bro, I'm convinced that $SMCI is way too cheap right now at only $16.8B MC. They literally did $28B revenue in 2025. And are guiding >$40B for 2026. Meaning P/S ratio = just 0.6, mainly due to overhang from smuggling $NVDA chips to China earlier this yr. Key for Earnings

10 events
DateTypeEvent
May 4 ArticleCambrian Thesis — AI supply chain 2x2 May 1 ScanNVDA Ecosystem Scan Apr 28 ScanAI Scan Apr 26 ScanTech Insider Buys Apr 26 ScanAI Scan Apr 26 ScanNVDA Ecosystem Scan Apr 13 ScanAI Scan Apr 10 ScanAI Scan May 29 ScanMonster Scan May 29 ScanTech Insider Buys Scan

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