Just caught Super Micro Computer's earnings guidance and wow, the numbers are strong. They're projecting Q3 revenue of at least $12.3 billion, way ahead of analyst expectations at $10.2B. EPS guidance came in at $0.60 versus the $0.52 consensus. The stock popped about 5% after hours following the announcement. What's interesting is their full-year outlook got bumped up to $40B minimum, up from the previous $36B guidance. That's a pretty significant jump. With AI demand as strong as a tailwind pushing these server makers, Super Micro seems to be capitalizing hard on the data center infrastructure build-out. Their last quarter actually saw sales double to $12.7B, so the momentum is definitely there. Stock closed at $29.67 before the jump, up 11% over the past year. Looks like the market is pricing in sustained AI infrastructure spending.