AMD is mentioned as a benchmark for Super Micro Computer's revenue scale, with SMCI trading at a fraction of AMD's market cap despite comparable revenues.
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The Recent Mistake I Made Trading AI Infrastructure Stock: SMCI
Sep 7, 2026
The creator discusses a trading mistake made with Super Micro Computer (SMCI), highlighting its volatility and the potential for significant losses. Despite the trading challenges, the creator expresses a long-term bullish view on SMCI due to its increasing revenues, improving margins, and pivotal role in AI infrastructure, noting that the company is trading at a fraction of AMD's market cap despite comparable revenues. The creator also mentions a promotional offer for their trading community.
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Despite a trading mistake, the creator remains bullish on Super Micro Computer (SMCI) long-term due to its strong financial performance and role in AI infrastructure, viewing it as a good mid-term trade.
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