Aug. 20 at 11:45 PM
$SMCI sitting at
$36.50 while Taiwanese power-transformer backlogs, Korean HBM shipments, Malaysian data-center construction, Japanese grid upgrades, Norwegian sovereign-wealth flows, copper inventories, LNG prices, Red Sea shipping routes, and Finnish nuclear capacity quietly converge into the most unnecessarily complicated AI infrastructure setup imaginable.
More electricity → more compute → more GPUs → more racks → more cooling → SMCI.
$SPY $NVDA $TSLA $SPCX
