$SMCI +12.9% — SUPERMICRO DELIVERS NVIDIA VERA RUBIN NVL4 END-TO-END BLUEPRINT FOR HPC AND AI

$SMCI AH $36.20 (+2.09%) — SUPERMICRO DELIVERS $NVDA VERA RUBIN NVL4 END-TO-END BLUEPRINT WITH NATIVE FP64 FOR CONVERGED HPC AND AI INFRASTRUCTURE

$SMCI — ADD 📊

$STE — BUY 📊

$STE — ADD 📊

$APO — AVOID 📊

$DELL — BUY 📊 | 6 MONTHS THESIS

$DELL — ADD 📊 | 6 MONTHS THESIS

$APO — Manages alternative assets and provides investment solutions.

$DELL — Designs, manufactures, and sells computers and IT solutions.

Three years ago was when @citrini told me to buy $CLS too. He also got me into $SMCI at 2x NTM earnings for “making boxes for NVDA” and rode it from $

$DELL — Technology hardware and solutions provider

$SMCI SMCI

$SMCI ⚪ Insider GRANT: WEIGAND DAVID E received 5,000 shares (equity compensation) (+3 more) (0.0% ADV)