$SUPER MICRO COMPUTER INC(SMCI)$
JPMorgan recently upgraded its rating on Super Micro Computer (SMCI) to neutral, saying the company has gotten past the uncertainty of filing with the SEC. And it's "poised to benefit from increased shipments of NVDA Blackwell servers, which have seen demand significantly higher than the previous generation, and higher average selling prices are also giving a boost to revenue growth." Apple's ordering like a billion dollars' worth of Nvidia's GB300 and NVL72 systems. SMCI and DELL, they're the key server partners for Apple. Always go long on SMCI
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