Fellow Investor,

Not long ago I sat down with my top income analyst, Dave Aquino, to talk about his breakthrough income strategy that unlocks regular cash payouts of $500 on Monday…. $563 on Wednesday… and even $625 on Friday.

I know that at first glance, bringing home $1,688 in a week may not sound like the ticket to financial independence…

Until you learn you can do it over and over… at will.

Dave’s strategy pinpoints these instant income payouts so often in fact, you could easily bring home as much as $7,063 a month.

Which is why I don’t think I’ll get any arguments when I say…

Getting access to a plan that helps you consistently generate oversize payouts like these will completely change how you think about money.

And your prospects for the future.

Look, I’ll be upfront with you…

If anyone else had come to me with this idea… I would have dismissed it out of hand.

But Dave isn’t your average analyst.

Sure, he has an impressive background that includes working for Merrill-Lynch and Vanguard…

But that’s not what sets him apart from the crowd.

Instead, it’s his focus on managing risk.

Because the simple truth is, most analysts that work with regular investors don’t like to bring up risk at all.

And the reasons for that boil down to two things…

1. First, and probably the scariest… they don’t know how to quantify it.
2. And just as troubling – the types of trades they’re recommending have such low odds of success – they don’t bring it up because they don’t want to scare everyone away.

Dave is the polar opposite of that.

Because experience calculating risk – and teaching folks how to mitigate it…

Is unparalleled.

And there’s not a better display of that…

Than the three-year tear he went on where he placed 971 trades…

And 903 of them made money.

That’s a stunning 93%-win rate!

And it’s all thanks to the trading strategy Dave shared with me.

You can watch our chat here.

Just don’t delay. We’re only making the recording available for a limited time…

And that time is almost up.

Details here.

To your income independence,

Drew Day

Founder, Base Camp Trading

Super Micro’s Moment of Truth: A Growth Story Under Pressure

Written by Jeffrey Neal Johnson. Published 11/1/2025. 

After a year of meteoric gains, shares of Super Micro Computer (NASDAQ: SMCI) are caught in a tug-of-war between a jarring short-term financial update and a series of powerful long-term strategic announcements. The company’s upcoming Nov. 4 earnings call has become a critical inflection point, where management must prove its hyper-growth artificial intelligence (AI) story is not just intact but accelerating.

On Oct. 23, Super Micro pre-announced a first-quarter revenue shortfall of up to $2 billion relative to its prior guidance, immediately raising questions about its operational controls. At the same time, management reiterated its ambitious full-year revenue target of at least $33 billion and revealed over $12 billion in new AI-related design wins. This created a stark divide among investors between bearish caution and bullish conviction, leaving many to wonder whether the recent volatility is a warning sign or a compelling entry point.

The Q1 Shortfall: Growing Pains or a Red Flag?

The primary source of investor anxiety is clear: the first-quarter revenue estimate of $5 billion fell well below the previously guided $6 billion to $7 billion range. The market’s reaction was swift, with the stock plunging the next trading session. For skeptics, the revision raised concerns about forecasting reliability and execution capabilities—especially for a company trading at a premium price-to-earnings ratio (P/E) north of 31.

Management, however, attributed the shift to customer-driven upgrades that pushed some shipments into the second quarter. That explanation aligns with the company’s recent move to begin volume shipments of its most complex and high-value systems yet: the NVIDIA (NASDAQ: NVDA) Blackwell and Blackwell Ultra platforms. These cutting-edge systems, which form the backbone of modern AI factories, are far more intricate than their predecessors and involve more sophisticated logistics for deployment.

From a bullish perspective, the delay could be interpreted not as lost business but as customers opting for more advanced, higher-margin technology. Large-scale AI deployments are rarely linear, and timeline adjustments are common. If the revenue shift was indeed caused by customers selecting more powerful configurations, it would suggest underlying demand is not only strong but also moving up the value chain.

Building the Bull Case: 3 Pillars of Future Growth

Beyond the quarterly noise, Super Micro has spent the last several months laying the groundwork for sustained growth. A series of strategic initiatives underscores the company’s widening competitive moat in the AI infrastructure market.

• Penetrating the Federal Market: The Oct. 29 launch of Super Micro Federal LLC is a calculated move to secure high-value, long-term contracts with U.S. government agencies. By emphasizing its TAA-compliant, U.S.-based manufacturing capabilities in Silicon Valley, the company is positioning itself as a trusted domestic partner for sensitive government AI projects.
• Becoming a One-Stop Shop: The formal introduction of Data Center Building Block Solutions (DCBBS) marks a strategic evolution. Super Micro is moving beyond selling servers to delivering complete, pre-validated data center solutions, including liquid cooling technology that can cut power consumption by up to 40%. This approach simplifies deployment for customers and could significantly increase the size and scope of future deals.
• Dominance in AI Hardware: The company is now shipping its full portfolio of NVIDIA Blackwell systems at volume, confirming its status as a key partner for delivering the industry’s most sought-after AI technology. The Blackwell Ultra platform offers 50% greater inferencing performance and 50% more memory capacity than its predecessor. This technical leadership was further validated by record-breaking STAC-M3 benchmark results, demonstrating the performance of its systems in demanding financial trading environments.

4 Things to Watch on Super Micro’s Earnings Call

For investors, the Nov. 4 earnings call will be a crucial test of management’s ability to back its long-term vision with near-term clarity. The following four areas will be critical to watch:

1. Details on the Revenue Shift: Can management provide specific, anonymized examples of the customer-driven upgrades? Confirmation that these delays were tied to large-scale, high-value Blackwell deployments would strongly support the narrative that this is a timing issue, not a demand problem.
2. The Profitability of the Backlog: The $12 billion in new design wins is a powerful indicator of future revenue. However, with the company’s fiscal 2025 gross margin at 11.1%, investors will want assurance that growth won’t come at the expense of profitability. Management must address its plans to maintain or improve margins amid intense competition.
3. Supply Chain and Production Capacity: Executing on a massive backlog requires a resilient supply chain. Investors will listen for updates on allocation of critical components—particularly NVIDIA’s latest GPUs and high-bandwidth memory (HBM)—as well as the operational readiness of its expanding global manufacturing footprint.
4. The All-Important Q2 Guidance: The forecast for the quarter ending Dec. 31, 2025, will be the ultimate validation. A strong Q2 revenue and earnings guide would support the timing-issue explanation and signal that underlying demand remains robust, likely restoring investor confidence and refocusing attention on the long-term growth story.

The upcoming call presents an opportunity for Super Micro’s management to demonstrate that the recent turbulence is a byproduct of navigating rapid, unprecedented demand rather than a structural problem. If they can provide clear answers and a compelling outlook, it will reinforce the case that the company is a core beneficiary of the multi-year AI infrastructure build-out, making any near-term share weakness a potential strategic entry point.