SMCI
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by Jukan 1mo ago
LONG1mo ago
“SMCI (U/G on June 22) expected to win more NVL72s for SpaceX's 2027 GW buildout.”Jukan
SMCI upgraded as it wins NVL72 AI server contracts for SpaceX's 2027 GW buildout, taking share directly from DELL
SMCILONG@ $32.05
$28.55-10.91%
since call Jun 25
peak +2.5%