The SMCI stock price is up around 195% year-to-date. Is Super Micro Computer a stealth Nvidia (NVDA) play for traders? How does the technology company fit into the A.I. ecosystem? George Tsilis weighs in on Barclays initiating coverage on SMCI with a bullish perspective. What is Super Micro Computer's valuation and growth prospects? Next, Tsilis discusses an example put options spread on SMCI with a bullish direction.