Super Micro SMCI Stock: $58 Bull Case vs $15 Bear Case
The $60 billion number that sent Super Micro Computer up as much as 27% is not revenue, is not booked, and by the company’s own admission is not entirely firm. Supermicro’s preliminary fiscal Q4 2026 update says total new orders “in excess of $60 billion” arrived in a single quarter, then adds in the same
