Nvidia is mentioned as a dominant AI chip provider, but the creator expresses no direct opinion on its stock.
Source Post
SMCI CEO Arrested For Smuggling $2.5 billion Of Nvidia GPUs
Mar 20, 2026
The creator discusses the arrest of Super Micro's co-founder for allegedly smuggling $2.5 billion in Nvidia GPUs to China. The stock is down significantly, and the creator highlights SMCI's historically thin margins and rapid price appreciation as reasons for caution, while noting Nvidia's dominance in the AI chip market.
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Super Micro is a sell due to allegations of smuggling and historically weak margins.
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SMCIsell opened Mar 20, 2026
-9.19%