📈 SMCI Earnings Are NEXT TUESDAY 👀 Here’s what actually matters before the report ⬇️ 📅 Earnings: Tuesday (after market close) 💰 Revenue expected: $10–11B 📊 Consensus: ~$10.4B (~84% YoY growth) 📉 EPS expected: $0.46–$0.54 • Consensus EPS: $0.49 • EPS has been flat for 30 days (no upward revisions) 📈 Track record: • Beat earnings 3 of last 4 quarters • Avg earnings surprise: ~5.8% ⚠️ Why the market is cautious: • Gross margins under pressure • Inventory working capital issues • Cash convers