Jan. 25 at 9:59 PM
$NVDA $SMCI $DELL $HPE 🖥️ THE HARDWARE MULTIPLIER 🚀 \(SMCIbullsknowthedeal:Youcantbuildtheworld^{\prime }sfastestAIclusterswithoutthebrain.Everyrack\)SMCI ships in 2026 is a massive revenue deposit for
$NVDA. The 2026 Reality:📍 Direct Synergy: As \(SMCIscalestheirliquid-coolingsolutions,itspurelytohousethemassiveheatfromthe**BlackwellUltra**and**Rubin**chips.**SupplyPriority:**\)SMCI gets the allocation because they are 100% aligned with Jensen’s roadmap. "Investing in the shell (
$SMCI) without owning the engine (
$NVDA) is a half-play. The real margins are in the silicon. The Feb 25th print will confirm that Nvidia is the primary driver of this entire hardware cycle. 💎🏦"