• Super Micro Computer (SMCI) reported Q2 FY2026 revenue of $12.68B (up 123% YoY), crushed the $10.34B consensus, and raised FY2026 guidance to at least $40B from $36B, driven by more than $13B in Blackwell Ultra orders across six to eight major datacenter customers.

• The pullback to $26.75 from October’s $53.94 peak creates an attractive entry point as management demonstrates execution on raised guidance despite GAAP margin compression reflecting aggressive pricing to lock in hyperscaler deployments.

• The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.

Super Micro Computer (NASDAQ: SMCI) has been one of the most whiplash-inducing AI infrastructure names in the market, and I think the…