Creator names three stocks poised to ride Nvidia’s post-earnings surge

Stock Curry, a YouTube creator who publishes through the We Profit channel, posted a May 23 video naming three stocks he said could benefit after Nvidia’s latest earnings report. The video, titled “Top 3 Stocks About to Explode After Nvidia Earnings,” points viewers toward Super Micro Computer, First Solar and Eos Energy as follow-on trades tied to data-center growth rather than Nvidia alone. The video page on We Profit repeats those three company names in its description, even though a full transcript was not available. Nvidia had reported on May 20 that first-quarter fiscal 2027 data center revenue rose 92% year over year to $75.2 billion, giving creators and retail traders fresh numbers to build post-earnings stock ideas around. ### Which three stocks did the creator actually name? The We Profit page for the May 23 video lists Super Micro Computer, First Solar and Eos Energy in the description beneath the embedded clip. The page says viewers will get “Super Micro Computer stock analysis,” “First Solar stock analysis” and “EOS Energy stock analysis,” along with Nvidia earnings commentary. (youtube.com) YouTube’s search snippet for the same video says the creator found “the top 3 stocks to buy now to take advantage of datacenter growth.” That snippet does not name the companies, but the matching We Profit page identifies the three tickers as SMCI, FSLR and EOSE. ### What in Nvidia’s earnings gave this trade its setup? Nvidia said on May 20 that revenue for the quarter ended April 26, 2026, reached a record $81.6 billion, up 85% from a year earlier. (weprofit.io) The company said data center revenue was a record $75.2 billion, up 92% from a year earlier. (youtube.com) The YouTube description summarized that result as “AI datacenter growth nearly doubled.” That wording tracks Nvidia’s reported 92% increase in data center revenue and appears to be the main factual hook for the creator’s follow-on stock picks. ### Why would Super Micro Computer show up on that list? Super Micro Computer sells server and storage systems and has been a frequent market proxy for AI server demand. (investor.nvidia.com) Yahoo Finance’s company profile describes Super Micro as a developer and seller of server and storage solutions, while Google Finance describes it as one of the larger producers of high-performance servers. (youtube.com) As of May 24, Yahoo Finance showed Super Micro with an estimated next earnings date of Aug. 4, 2026. That leaves investors looking for the company’s next formal update on whether Nvidia-driven server demand is translating into orders and revenue. ### Why are First Solar and Eos Energy in a Nvidia-adjacent video? First Solar makes photovoltaic modules and sells solar energy solutions, according to Yahoo Finance’s company profile. (finance.yahoo.com) Eos Energy develops long-duration energy storage systems designed to support grid reliability and renewable integration, according to MarketBeat and Yahoo Finance profiles. Those businesses fit a broader market argument that AI data centers need more power infrastructure, not just more chips. The creator’s own description framed the picks around “datacenter growth,” and the inclusion of a solar manufacturer and a storage company suggests he was extending the Nvidia trade into electricity supply and backup-power themes rather than limiting it to semiconductors. That link is an inference from the company descriptions and the video text, not a direct quote from a transcript. (finance.yahoo.com) ### Where can readers verify the picks now? The May 23 video remains listed on YouTube under the title “Top 3 Stocks About to Explode After Nvidia Earnings,” credited to We Profit with Stock Curry. The same clip is also posted on We Profit’s website, where the description names SMCI, FSLR and EOSE directly. Nvidia’s next checkpoint for this trade will be its subsequent quarterly report on the investor relations site, while Super Micro’s Yahoo Finance page lists Aug. 4, 2026, as its estimated next earnings date. (youtube.com) First Solar and Eos Energy also maintain quote pages with current prices and company filings that investors can use to test whether the post-Nvidia thesis is showing up in operating results. (investor.nvidia.com)