Aug. 13 at 7:35 PM
$SMCI 🚨 — THE AI INFRASTRUCTURE TRADE IS BIGGER THAN ONE COMPANY.
NVDA supplies the GPUs.
AMD adds compute competition.
SMCI &
$DELL build the rack-scale systems.
$CRWV &
$NBIS deploy AI cloud capacity.
$IREN expands the power/data-center footprint.
What makes SMCI especially interesting:
$11.12B quarterly sales,
$60B+ new orders, record backlog and
$65–
$72B FY27 revenue guidance.
The thesis isn’t that SMCI replaces Nvidia. It’s that exploding AI compute demand creates opportunities across the entire infrastructure stack, and SMCI is positioned directly in the middle of it. 🔥