Super Micro Computer (SMCI +5.14%) is winning share with full artificial intelligence (AI) racks, Blackwell-ready GB200 systems, and a fast one-stop model that slashes integration time. I outline the bullish path to $60+, the margin fixes needed, and what November's earnings must prove for a rerate.
Stock prices used were the market prices of Oct. 20, 2025. The video was published on Oct. 24, 2025.
