Defense demand is undeniable. The margin story is what needs answering now.
Day: July 23, 2026
SMCI Just Got $60B in One Quarter. The Stock Is Still Down 56%.
Margins nearly doubled overnight. August 11 is when the math gets tested.
Defense demand is undeniable. The margin story is what needs answering now.
Margins nearly doubled overnight. August 11 is when the math gets tested.