Super Micro is mentioned as being in the cooling space and was up 7% today, noted as one of the creator's top picks.
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Update: APLD Stock Closes Out Friday At Critical Support
Sep 12, 2026
The creator discusses APLD, highlighting its pivot from Bitcoin mining to AI infrastructure and its success in securing significant contracts totaling over $32 billion. Despite a current market cap of $8 billion, institutional targets suggest a fair value between $60-$80, potentially indicating undervaluation. The video also touches on trading strategies and the use of AI models for market analysis.
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