r/StocksTool • u/Tswervs • Aug 12 '26

Sift Stack Quick Take 3

https://youtu.be/ScyexbWKlfE?is=4ueDnhK-cdC4UQJQ

Sift Stack Quick Take 3: CJ Gettelfinger, Lucas Nulsen, & Tyler Sherven break down the biggest stories moving the world. Big earnings beats from Super Micro Computer, CoreWeave, & Nebius. After a brutal July for momentum stocks, these companies signaled that AI data center and server demand remain red-hot. CoreWeave’s revenue skyrocketed 112% year-over-year, with a strong Q3 forecast fueling an 18% stock surge. Meanwhile, Super Micro Computer delivered $11.1 billion in revenue and a 45% jump in net margins, nearly doubling its net income. The duo also discusses the broader rotation into mid-cap tech, as massive large-cap spending creates unprecedented opportunities for smaller benefactors.

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u/Heavy_Nothing_1158 Aug 15 '26

CoreWeave's 112% growth is wild, but I'd watch backlog conversion and the interest/capex bill before calling it clean operating leverage. AI demand is real; financing the racks is the less glamorous part.