Super Micro Computer (NASDAQ: SMCI) just guided for up to $11 billion next quarter and at least $36 billion in 2026 sales. That’s confidence you don’t ignore. The company’s AI racks and data-center dominance make it one of the most interesting plays in the entire AI supply chain.
Stock prices used were the market prices of Nov. 10, 2025. The video was published on Nov. 11, 2025. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.