APLD is mentioned as another AI data center play that the creator has covered, but not as the primary focus.
Source Post
Is SMCI the Next Nvidia? Powering SpaceX & xAI
Jun 19, 2026
The creator discusses Super Micro Computer (SMCI) as a potential AI infrastructure play, drawing parallels to their past success with AMD. They highlight SMCI's partnerships with companies like SpaceX and xAI, and its role in providing foundational server infrastructure for large supercomputers. The creator also mentions past successful trades in AMD and Keel.
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Nvidia is mentioned in the context of Super Micro Computer's past controversies and partnerships, indicating that SMCI is working with Nvidia.
Super Micro Computer (SMCI) is presented as a strong AI infrastructure play with significant growth potential due to its partnerships and foundational role in large supercomputers.
AMD was a long-term hold that saw over 420% gains, driven by its role as a top supplier for SpaceX's Starlink chips.
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SMCIbuy opened Jun 19, 2026
+1.76%