# semiconductor guidance — X 热门讨论 (2026-10-01 15:21 UTC)
## @Venu_7_ (Venu) · 10-01 14:40 · ♥37 ↻0 💬11 $VICR +12% after raising Q3 guidance to 30%+ sequential growth.
Beautiful cup forming + EPS expected to 3x over the next 2 years.
Your timeline may be talking yields, but plenty of Semi leaders are setting up for the next leg while Software enters Stage 2.
Pay attention to what the leaders are telling you. > 引用 @Venu_7_: Vicor $VICR - AI Power Delivery.
High-density power systems for AI GPUs/ASICs.
Massive Stage 1 breakout + revenue expected to grow 85% & EPS 2.5x over 2 years.
More powerful AI chips = bigger power delivery problems.
That’s where Vicor comes in. https://t.co/jAmT8JJ9Mk https://x.com/Venu_7_/status/2105669195187040506
## @HunterAllen4 (THE GAP FATHER) · 09-30 14:47 · ♥30 ↻2 💬9 $JBL
CRAZY beat. Undervalued.
Update from earlier pre market post, sorry guys I’ve been busy lol
EVEN BETTER LOAD UP ZONE NOW.
This will be 450$ next year.
Jamil just reported FY2026 and this is exactly the kind of sell-the-news setup I like watching.
FY2026 revenue came in around $36B, +21% YoY, with $9.75 GAAP EPS / $13.09 core EPS and $1.53B adjusted FCF. Q4 was even stronger at $10.62B revenue vs ~$9.7B consensus and $4.40 core EPS vs ~$4.06–4.08 expected.
Then they basically said 2027 is going to be even bigger. FY2027 guidance calls for $44.5B revenue (~24% growth), $17.55 core EPS (~34% growth), 6.1% core operating margin and ~$1.6B adjusted FCF. That’s a monster guide, especially considering JBL has already had a huge run.
Management is seeing continued strength across AI infrastructure, automotive, healthcare, energy infrastructure, defense & aerospace, and warehouse/retail automation.
And here’s the part I think gets overlooked: JBL isn’t simply an AI-rack assembler.
They’re moving further up the value chain into semiconductor capital equipment, precision/RF systems, healthcare and life sciences, pharmaceutical packaging, power distribution and liquid cooling through Hanley Energy, defense/aerospace systems, robotics and warehouse automation, plus photonics and advanced interconnect supporting next-gen AI networking.
That diversification gives the $44.5B FY2027 guide more substance than simply betting on AI spending staying hot.
Now look at the chart. Shares tagged roughly $328 before flushing toward $293–295 after earnings. Classic sell-the-news behavior after a massive run. $283.59 is the level I’m watching — prior resistance/congestion that could become support.
If we get a flush into the $280–283 area and buyers step in, that’s where I’m watching for the bounce. RSI is already around 40 and %B is compressed, so the setup is getting interesting.
Crazy beat. Crazy guide. Diversified growth.
If $283 holds, I’m paying very close attention. 👀
Not financial advice. Do your own DD. https://x.com/HunterAllen4/status/2105308493406154930