Nvidia is mentioned as a major player in the AI space, currently trading below $200.
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The AI STOCK MARKET IS CRASHING -- WAS I WRONG?
Jun 11, 2026
Despite recent stock drops for Super Micro and Oracle, the creator argues the AI story is strengthening. Super Micro's stock fell due to a proposed $7 billion equity financing to fund AI orders, raising concerns about debt. However, the creator highlights Super Micro's impressive revenue growth and a recent $39 billion in new AI orders, indicating strong demand for AI servers.
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Oracle's stock is down nearly 10% after earnings, with some negative takes, but its role in the AI story is unclear.
Super Micro's stock is a buy despite a recent dip, as strong AI order growth and impressive revenue indicate a robust future.
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SMCIbuy opened Jun 11, 2026
+6.59%