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@Hodl5x · 2026-10-12 00:56

I think it’s time to start watching $SMCI—and no, this ain’t me coping over missing $HPE’s run. $SMCI is using its priority access to Nvidia chips to build AI compute centers with a bunch of Asian companies. With Taiwan’s semiconductor capacity behind it, it can get AI compute centers up and running faster than US peers. That’s gonna hit some of these US bitcoin miners turned neoclouds like a damn truck.

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