AI server demand is exploding — buy the hardware companies actually building it

Thesis

The infrastructure buildout for AI is accelerating, pushing major suppliers to expand capacity just to keep up with orders. Even with high market valuations, the raw revenue growth from server and connector demand provides a tangible reason for these stocks to climb.

Strategy approach

Construct a long-biased mean-reversion strategy on SMCI and APH using the daily timeframe. Enter a long position when the 14-period RSI crosses above 40 from oversold territory (daily timeframe). Set a 5% profit target and a 7% stop loss.

Markets and timeframes

What this public preview can establish

• The thesis and strategy approach describe a market view. They do not show whether an entry or exit condition is currently met.
• No inspectable rule definition is included in this public preview. Do not infer a trigger from the thesis or approach.
• No trade count, win rate, or P&L figure is published in this preview. It cannot establish a performance record.

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