The Story
News Summary
- SMCI's Q4 beat was driven by a one-off margin spike from delayed GPU shipments, not demand strength.
- September guidance shows margins reverting to ~10.5% as volume returns, with $60B+ in orders signaling strong future demand, particularly benefiting NVIDIA GPU supply chains.
Explore NVDA price history & advisor snapshot
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Stored market data
NVDA price history
219.34
+22.20% over the displayed period
Advisor Snapshot
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