The creator mentions trading APLD yesterday as part of their daily live trading sessions.
Source Post
Is SMCI Getting Institutional Interest As xAI Supplier?
Jul 23, 2026
The creator discusses Super Micro Computer (SMCI) as a potential next AMD, highlighting its partnerships with data centers and Elon Musk's companies, and its increasing revenues. While acknowledging concerns about margins and past China sales, the creator expresses a bullish sentiment based on SMCI's role in AI supercomputers and liquid cooling solutions. The creator also mentions trading SMCI and holding call options, with a promotional offer tied to the stock hitting $42.
Linked Mentions
Tickers discussed in this post
The creator highlights AMD as a past success story, having caught a 400% gain, and uses it as a benchmark for SMCI's potential growth through similar fundamental contracts and partnerships.
The creator is fairly bullish on Super Micro Computer (SMCI), comparing its potential to AMD's past growth due to partnerships in data centers and AI supercomputers.
Linked Signals
Tracked calls opened from this post
SMCIbuy opened Jul 23, 2026
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