SUPER MICRO, LUMENTUM, AND COREWEAVE SHOW SURGING AI INFRASTRUCTURE DEMAND; CPI RELIEF BUT STAGFLATION
By Nigam Arora
To gain an edge, this is what you need to know today.
Surging AI Infrastructure Demand
Please click here for a chart of Super Micro Computer stock (SMCI).
Note the following:
- The Morning Capsule is about the big picture, not an individual stock. The chart of SMCI stock is being used to illustrate surging AI infrastructure demand. Super Micro Computer manufacturers AI servers.
- The chart shows SMCI stock has not done particularly well, and herein may lie the opportunity.
- The chart shows the gap up after earnings.
- Super Micro Computer’s revenue projections are eye popping. Here are the details:
- Super Micro Computer projects Q1 revenue of $14.5B – $15.5B vs.
August 12, 2026