Supermicro $Super Micro Computer(SMCI.US) is emerging as one of the biggest beneficiaries of the AI infrastructure boom. A record US$60+ billion order backlog, recovering margins, and a strategic collaboration with SpaceX to build next-generation AI data centres could strengthen long-term revenue visibility. While near-term volatility may persist, improving fundamentals and renewed technical momentum make SMCI a stock worth watching for both investors and options traders. As always, conduct your own research before making any investment decisions.

PinnedThe tone for the AI main theme is set tonight! Google and Tesla earnings reports appear together, with Intel closing out on Thursday.
About 77 S&P 500 constituents are scheduled to report this week, putting the market's direction entirely in the hands of earnings. The peak moment of the week is tonight, with Google and Tesla reporting after hours on Wednesday (July 22) ET. Tech stocks have already pulled back last week, and prices have already priced in that a "beat" is the standard expectation. An earnings beat doesn't necessarily mean the stock will rise; only an upward revision of guidance (raise) provides real catalyst.













