Stephen Sopko and Bob Lang touch on breaking news surrounding Super Micro (SMCI) and reports that its Taiwan office was raided in connection to an Nvidia (NVDA) chip smuggling operation. The headline brought a black eye to the AI chip space today but both guests see plenty of upside across the industry. Bob points out the strong technical trends and the "dip-buying" activity supporting stocks. He's looking for Intel (INTC) to solidify its place through more partnerships. On Nvidia, Stephen explains how the company's Vera Rubin chip signals the first significant step of cutting AI costs.