Everpure's growth outlook is far stronger than expected. It guided FY28 revenue to $7.0-7.3B, 45% growth and well above the $6.19B consensus. Management also said Scale AI, Modern Data Software and Hyperscale Solutions could reach 20% of revenue by FY30, pointing to an AI-driven opportunity beyond core storage. x.com 

Financing announcements point to more accelerator demand, supporting semiconductors. About $200bn in announced Meta, Anthropic/Broadcom and SpaceX/Nvidia financing likely drives $400bn in XPU purchases. Data centers burn cash until lit, then cash flow 20-40% annually; AI spend rising from 0.1% to 0.5-1% of current payroll could balance the buildout if agents replace roles. Sustainable token demand is the bet, but smaller local models are the bigger risk, though not an immediate concern. x.com  … Show more

Everpure, formerly Pure Storage, remains unappealing at its valuation despite a second hyperscaler deal. The deal took about ten months to arrive after first being teased, with the stock going nowhere meanwhile. The client is likely Oracle, given the 'top 5 hyperscaler' wording; another win is possible, but probably not from Google or Amazon, leaving few candidates. x.com 

Everpure, formerly Pure Storage, is a key player in the coming flash choke point, and the stock should start to fly once Google Genie comes back. @itschrisray sees it as a huge beneficiary of the AI buildout through memory efficiency: proprietary DirectFlash Modules and Purity OS compression let drives store up to 5x more data with 50-80% less power, keeping Nvidia GPUs fed. x.com 

Vertiv should beat and keep raising 2026 guidance because AI data center demand still exceeds supply. The proprietary pipeline added 50+ GW in 1Q26, 415 GW in the US since January 2023. Even flat orders near $18 billion would lift backlog from $15 billion to about $18 billion, implying about $25 billion of 2027 sales versus the Street's $16.9 billion. Base EPS of $6.75/$9.50 for 2026/27 tops the Street at a PEG under 1x. Margins are the watch item; the big run makes the print less attractive. … Show more

MaxLinear has strong operating leverage as its 800G optical data center ramp runs far faster than expected. Q3 revenue is guided up about 27% sequentially with flat OpEx, lifting operating margin near 28% on the way to 30%+. Weak cash flow reflects prepaying for 5nm wafers to meet a six-month backlog. FY26 optical guidance rose to $210-230M entirely from 800G, and 1.6T Rushmore, retimers and storage accelerators ramp in 2027-2028 with massive upside. The sell-off looks way overdone. x.com  x.com 

Applied Digital is set to benefit as hyperscaler capex commitments jumped from about $400 billion to nearly $700 billion in 90 days. It holds about $16 billion in contracted lease revenue, has three sites in exclusivity and expects new leases soon. Q3 revenue rose 139% to $126.6 million, crushing the $75.5 million consensus. CoreWeave upgraded its lease terms, which should lower refinancing costs, and management bonuses are tied to a goal of $1 billion in annual profit. x.com 

Super Micro is shifting from low-margin commodity assembly to high-margin rack-scale direct liquid cooling infrastructure, with gross margin expanding to 15-17%, nearly double its prior 8.2-8.4% outlook, alongside $60B+ in new quarterly orders. Q4 revenue near the low end of $11.0-12.5B guidance reflects supply constraints, not weaker demand, and next quarter's guide rose $20B to $72B. The key question is whether mid-teens margins are a sustainable reset for FY2027. x.com  x.com 

Amphenol trades about 21% below fair value despite AI data-center demand driving record results, and its rugged interconnects also serve humanoid robots. FY2025 revenue rose 51.7% to $23.09B, with a record 25.4% GAAP operating margin and $4.38B of free cash flow. Communications Solutions nearly doubled to $12.06B on AI data centers. ROIC is 26.6%. At $121.72 it trades at 19.5x FY26 earnings and 24.9x EV/EBITDA, based on a blended DCF and multiples model. x.com 

CoreWeave's results confirm the AI supercycle, and the next wave of capital is moving beyond semiconductors after their big runs. CoreWeave reported $2.58 billion of revenue, up 122%, a $104 billion backlog and more than $25 billion of new customer commitments already in Q3. That capital is flowing into data centers (Nebius, IREN, Riot, Applied Digital), networking (Arista, Marvell), photonics (Lumentum, Coherent, Applied Optoelectronics) and power (Vertiv, Constellation, Vistra, Oklo). x.com  … Show more