Supermicro (NASDAQ:SMCI) has lost about 45% since early June as a criminal investigation, a costly capital raise, and severe cash burn rattled investors. Yet its NVIDIA supply, customer base, and reported $39 billion order book remain intact, setting up a potentially explosive earnings verdict.
Stock prices used were the market prices of July 18, 2026. The video was published on July 28, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
