What if I told you the company that most directly benefits from xeon cpu server demand is down 20% in the last 3 months...

@pennycheck I didnt have $INTC trading at 81 rescuing my bag of $SMCI on the bingo card

I had to use AI to dumb down and explain it SMCI uses Intel’s Xeon chips in a lot of their servers (especially for AI work, databases, and regular data center stuff, not just the super-fancy GPU-heavy ones). They have a close, ongoing partnership. $SMCI is one of the fastest companies at taking Intel’s newest Xeon chips and turning them into actual working servers right away. So when $INTC does well (like the big stock pop you saw — strong sales and demand for their Xeon CPUs in AI/data centers), SMCI usually benefits too. More demand for Intel’s brains = more complete servers that SMCI can sell.

@DocPod4 This was the impactful of the 62 logged comments from SMCI Obviously SMCI core biz is GPU but could see acceleration given tonight's commentary