SMCI’s $72B Guide Is Real. So Is the Cash Burn.
August 12, 2026 SMCI Guided to $72B. The Cash Hole Is Real. Supermicro crushed every estimate Tuesday night. The working…
August 12, 2026 SMCI Guided to $72B. The Cash Hole Is Real. Supermicro crushed every estimate Tuesday night. The working…