Serenity(@aleabitoreddit):Insane earnings today for the AI theme with $CRWV, $SMCI, and $LITE. Coreweave: Absurd ~$104B+ backlog, which doesn't include $25B+ of new customer agreements added in early Q3. Compute demand read through for Neoclouds is enormous (For Nebius, Iren and others) Supermicro: Absurd $65-72B in revenue guidance, adding $60B+ in new orders... AI DC buildout read through is just enormous. Lumentum: $808M -> $1.01B -> $1.25B revenue ramp, with operating margins growing quarter after quarter. Photonics players just keeps printing. TLDR: Every layer of the AI buildout goes brrrrr, and it's showing up in earnings.

2026.08.11 21:09

Insane earnings today for the AI theme with $CRWV, $SMCI, and $LITE. Coreweave: Absurd ~$104B+ backlog, which doesn't include $25B+ of new customer agreements added in early Q3. Compute demand read through for Neoclouds is enormous (For Nebius, Iren and others) Supermicro: Absurd $65-72B in revenue guidance, adding $60B+ in new orders... AI DC buildout read through is just enormous. Lumentum: $808M -> $1.01B -> $1.25B revenue ramp, with operating margins growing quarter after quarter. Photonics players just keeps printing. TLDR: Every layer of the AI buildout goes brrrrr, and it's showing up in earnings.

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