The creator advises against buying Nokia, suggesting other companies are better positioned for 5G infrastructure.
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The creator contrasts Super Micro Computer (SMCI) with other AI-related companies, recommending One Stop Sy...
Jun 19, 2026
The creator contrasts Super Micro Computer (SMCI) with other AI-related companies, recommending One Stop Systems (OSS), Applied Optoelectronics (AAOI), and Trio-Tech International (TRT) as better buys. They highlight that these smaller companies are under $500 million market cap and have exposure to the same leading AI trends as larger companies, but with higher growth potential.
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Applied Optoelectronics is recommended as a buy for its AI optical transceivers, with a market cap under $500 million.
One Stop Systems is recommended as a buy due to its smaller market cap and focus on rugged AI computers for military applications.
The creator advises against buying Super Micro Computer, suggesting other smaller AI companies as better alternatives.