SemiAnalysis
Avg-2.7%Win43%
Shows
Top tickers
NVDA19 calls
META4 calls
GOOGL4 calls
AMD3 calls
MU2 calls
TSM2 calls
LITE2 calls
AMZN2 calls
CRWV2 calls
SKHX2 calls
Speaker record
SMCI/long/tweets
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/tweets
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/tweets
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/tweets
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.