Episode

4 calls

AMD Helios. NVIDIA Vera Rubin. Double-wide racks. Liquid cooling. And why storage just …

x/Jul 14/source only

SemiAnalysis x Supermicro CBO interview surfaces 4 trades: SMCI (Robinhood, direct OEM play), AMD (HL perp, Helios + July 23 catalyst), NVDA (HL perp, Vera Rubin in production), MU (HL perp, storage is the main event / HBM4 supply deficit).

original

Latest calls

SMCI/long

Supermicro is the first-mover assembler for both NVIDIA Vera Rubin and AMD Helios rack-scale platforms, capturing the full H2 2026 liquid-cooled AI buildout.

AMD Helios. NVIDIA Vera Rubin. Double-wide racks. Liquid cooling. And why storage just became the main event.

Peak+1.4%

AMD/long

AMD's Helios rack-scale platform enters production H2 2026 with OpenAI and Meta locked in, and a July 23 keynote as the near-term catalyst to reprice the stock.

AMD Helios. NVIDIA Vera Rubin. Double-wide racks. Liquid cooling. And why storage just became the main event.

Peak+1.0%

NVDA/long

NVIDIA's Vera Rubin NVL72 is now in production heading to 8 confirmed cloud partners, with over 95% of prior-gen Blackwell capacity still undeployed — the next upcycle is just starting.

NVIDIA Vera Rubin. Double-wide racks. Liquid cooling. And why storage just became the main event.

Peak+1.8%

MU/long

Storage became the main event in AI racks — both Vera Rubin and AMD Helios integrate in-rack storage, and Micron supplies the HBM4 memory and NAND that powers both platforms.

And why storage just became the main event.

Peak+2.0%

Machine-readable

/api/v1/expert/sources/fa361039-2GET