AI-exposed companies are pulling in earnings at a level we really haven't seen before. S&P 500 companies are beating estimates by an average of +27% so far in Q2 2026, on track for the strongest quarter in decades. Nasdaq 100 firms are exceeding expectations by more than double that margin, at +55%. The Bloomberg AI Value Chain index is beating expectations by an even larger amount, at +71%. This index includes chipmakers, cloud and data center operators, memory and hardware suppliers, networking equipment makers, and power infrastructure companies supporting AI. The AI boom is backed by extraordinary earnings results. $SPDR S&P 500 ETF Trust(SPY)$ $AXT Inc(AXTI)$ KTA.X
$Silver Verde May Mining Co., Inc.(SIVE)$ looks like it could be in an interesting spot with the latest CPO news. $NVIDIA(NVDA)$ confirmed co-packaged optics has moved into mass production, with CPO-based switches already shipping to customers and running in its own AI factories. Broader deployments are expected later this year. The real opportunity seems to be in scale-up networking, where bandwidth requirements are much higher than traditional scale-out. That lines up with Ayar Labs' Optical I/O tech, and Ayar Labs is a strategic partner of SIVE. With its expanded manufacturing partnership with Ayar Labs, $Silver Verde May Mining Co., Inc.(SIVE)$ <
$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Marvell Technology(MRVL)$ $NVIDIA(NVDA)$ Most of these names will keep getting corrected, but the real ones should survive and eventually work their way back up. The way I see it, this correction is cleaning out the fake companies, the ones that never should have been trading above $3 or $4 in the first place. The same type of stocks that get pushed around by social media pumpers. Those are exactly the companies that shouldn't exist anymore. That's what this correction is really about. The strong ones will survive and bring things back in-house.
$Advanced Micro Devices(AMD)$ This looks way oversold to me. Could easily see a bounce of 50 to 100 from here. Also, there's talk about a hedge fund getting caught naked shorting with no shares to cover — they'll be in a tight spot.
$SUPER MICRO COMPUTER INC(SMCI)$ Looking at SMCI's vertically integrated Data Center Building Block Solutions strategy, it's a real differentiator. They offer the full stack — cooling distribution units, direct liquid cooling, chilled doors, power shelves, battery backup units, networking switches, management software. That integrated approach means customers can get AI infrastructure deployed faster and more efficiently. They're also scaling production capacity aggressively, targeting up to 6,000 racks per month — including 3,000 liquid-cooled racks — by the end of fiscal 2026. With $4.1 billion in cash on hand, SMCI has solid financial flexibility to fund expansion, scale manufacturing and support growing AI
$SUPER MICRO COMPUTER INC(SMCI)$ I've been adding below $30 while the overall mood around this one stays pretty low. If the market eventually starts pricing in the actual fundamentals, I think $60 could show up a lot sooner than most people are expecting.
$Advanced Micro Devices(AMD)$ AMD just locked down another major piece of the AI infrastructure puzzle. The new partnership with Core Scientific is built on 15-year agreements covering roughly 530 megawatts of data center capacity across five sites. It could eventually scale to 2.5 gigawatts and represents more than $14 billion in potential contracted revenue for Core Scientific. AMD will use this capacity to help deploy its GPUs, CPUs and software for customers. This is the part a lot of people seem to be missing. AMD is no longer simply trying to sell individual chips. It is building the full-stack systems, customer relationships and physical infrastructure needed to compete for AI deployments at enormous scal
$Advanced Micro Devices(AMD)$ Honestly, a lot of the bearish calls right now feel more like frustration from people who missed the move. And it looks like the same cycle is going to repeat itself.