May. 16 at 4:41 AM
$SMCI So had ChatGPT Pro look at a large array of companies, and a few stand out.
The biggest institutional attention is still in the huge AI/platform names by absolute dollars: MarketBeat shows MSFT with about
$375.91B of institutional inflows over the last 12 months, NVDA with
$355.74B, META with
$249.66B, and AMZN with
$242.38B. By number of institutional buyers, AMZN leads this sample with 4,853 buyers, followed by MSFT at 4,720 and NVDA at 4,577.
But within the AI/server infrastructure peer set, SMCI actually has a strong relative accumulation signal. Fintel’s public data shows SMCI institutional long shares up 56.24M shares, or +16.01% MRQ. That is stronger than
$DELL at +6.50%,
$HPE at +5.48%, ANET at +3.52%, VRT at +3.40%,
$AMD at +4.85%, and
$NVDA at only +1.08% on the same Fintel MRQ long-share metric.
