$SUPER MICRO COMPUTER INC(SMCI)$ If you want AI then you need to buy a server with Nvidia or AMD GPU chips. These new Blackwell chips draw a huge amount of power and therefore run hot and need direct liquid cooling. SMCI is in the middle of a huge technology upgrade, and this will be reflected in future revenues and earnings. That is FACT, it's already been happening! The shorts here are crazy, as soon as the air starts clearing around accounting, the stock will fly!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments