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Super Micro Computer Is a Massive Catalyst for Meta Platforms
Key takeaways
- SMCI burned $6.6 billion in operating cash while CEO Charles Liang and a major shareholder each sold 340,000 shares on the same day.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut.
- But here is what you should actually be watching.
Super Micro Computer Is a Massive Catalyst for Meta Platforms Alex Sirois Thu, July 2, 2026 at 12:11 AM GMT+7 3 min read SMCI META NVDA SMCIP Quick Read META trades at 20x earnings on an 82% gross margin while SMCI commands 22x on just 10%, making the reseller literally more expensive than the platform.
SMCI burned $6.6 billion in operating cash while CEO Charles Liang and a major shareholder each sold 340,000 shares on the same day.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.
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