SMCI - Super Micro Computer (INQ referenced)

Up 6.8% and in host's draft; expects it to do well for the rest of the year, argues it's much cheaper than Dell and will sell a lot of AI racks.

The host thinks SMCI was a second-best pick versus Dell; it is not a true best-of-breed name in his framework.

Super Micro beat EPS by 77% and closed up around 19%; AI infrastructure stocks are breaking back out.

Beneficiary of AI infrastructure demand, up 16-20% in the day. Host owns it and expects continued strength despite past governance issues.

SMCI earnings are being previewed and discussed as a key AI-infrastructure name; no explicit buy/sell call in the available transcript, but the host is closely watching the setup.

SMCI is in the host's draft and he is watching upcoming earnings closely.

Same expectation as Rubrik and Lumentum to head much higher.

Momentum play for a potential breakout above $30.80.

Revenue growth from $7B to projected $40B, potential margin recovery from 8% to 15-17%, record backlog, liquidation edge.

Reiterated guidance, margins better than expected, stock surged 25%. Host notes cheap valuation and strong AI rack demand.