Caught Super Micro Computer's opening move on Wednesday - stock jumped 16% and honestly wasn't surprised after seeing their numbers. They crushed Q3 expectations pretty hard. Gross margin hit 10.1% when analysts were only looking for 6.75%, so that's a solid beat. Then they guided Q4 revenue between $11B and $12.5B, which is also ahead of what the street was expecting around $11.16B. When a company delivers those kinds of super results back-to-back like this, the market tends to react. Pretty interesting to watch how this plays out in the coming quarters.

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