Jul. 30 at 10:03 AM
$APLD $SMCI $CRWV $DELL $HPE
The AI infrastructure buildout isn’t slowing, it’s accelerating. Every major data point keeps pointing in the same direction:
✅ APLD is signing hyperscale AI infrastructure deals and rapidly expanding capacity.
✅ SMCI just reported over
$60B in new orders last quarter with gross margins improving to 15–17%, showing demand is converting into stronger profitability.
✅ CRWV continues to secure massive long-term compute commitments from AI leaders, proving GPU demand remains far ahead of supply.
✅ DELL keeps winning enterprise AI deployments while expanding its AI server business.
✅ HPE is benefiting from the enterprise AI refresh cycle and GreenLake adoption.
Bears keep arguing over which company will win. They’re missing the bigger picture: they’re all participating in the largest AI infrastructure expansion we’ve ever seen.
AI models aren’t getting smaller. They’re getting bigger. Every new generation requires more GPUs, more networking, more liquid cooling, more racks, more power, and more servers.
This isn’t a one-quarter trade, it’s a multi-year capex supercycle. The companies building the backbone of AI are positioned to benefit as hyperscalers, enterprises, and sovereign AI initiatives continue investing billions.
The AI gold rush isn’t over. We’re still building the railroads. 🚀🔥
