What is the reason for SMCI's bullish guidance?

・We have received orders for liquid cooling from 3 major industry-leading companies

・For a monthly capacity of 2000 racks, 1,000 or more are large

I'm referring to that 👀

According to recent Big Tech financial results,

It was announced that AI investment would increase more and more, and Tesla also announced that it would invest 10 billion dollars in AI.

The bullish guidance for the future depends on whether we can handle these large orders properly!