ColinThorndike
09-02

$SUPER MICRO COMPUTER INC(SMCI)$ Do you really think the US gov and every gov in the world isn't striving at full pace for this? This is why the US gov is trying to restrict access to the best ai computers. This is also why smci is a critical part of the ai story. The faster the computer, and larger, the more cooling they need. The skill and abilities found in smci can't be stopped. It is an arms race. A slap in the wrist is coming, and the company will fine-tune its cowboy nature as it grows. But this is the wild west of ai and some mistakes have most likely been made. The shorts are right in that regard. But these are no ordinary times. This is the time when ai has finally gotten traction. There is no way we can stop.

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