To The Moon

博通的股票在2024年迄今已上涨了60%以上，虽然比不上英伟达超过170%的涨幅，但仍然是一个惊人的成绩。在最近一次财报更新的同时，博通还宣布将在2024年7月进行10股拆1股的股票分割。在最近一个季度，博通报告了半导体销售同比增长6%。因此，博通在此期间的增长表明它正在获得大量市场份额。陈福阳表示，上季度AI专用芯片销售同比增长280%。作为一个快乐的股东，我相信博通今年的好时光将继续。

Super Micro Computer stock has ridden the AI wave higher than anyone else and Wall Street is worried whether it can contineu to lead.

如果Hopper需求放缓，那么超微电脑的收入可能会在未来几个季度停滞不前。但随着Hopper继续保持增长轨迹，超微电脑似乎有望在今年剩余时间内继续保持连续增长。同样，这对超微电脑来说可能是件好事。相比之下，前三个季度的财报电话会议上，提及次数为零。此外，超微电脑已准备好产品。这将为超微电脑带来进一步的收入增长。芯片制造商之间的竞争加剧可能会增加超微电脑的上市时间优势的价值。

Dell held its investor conference this month, demonstrating Dell's full-stack approach to AI. Nvidia CEO Jensen Huang emphasized his company's close collaboration with Dell as Nvidia looks to access Dell's enterprise and government customer base. Nvidia and Dell are working closely to increase the adoption of AI factories and fulfill Nvidia's ambitions to "extend generative AI capabilities to every company worldwide." Therefore, as AI broadens beyond cloud hyperscalers to enterprise and industry verticals, Super Micro could face higher execution challenges. Super Micro's Next Growth Wave: Sovereign AI Despite that, Super Micro is confident of scaling quickly with its modular approach for its hyperscale, tier-2 cloud service providers, and enterprise customers. In addition, Super Micro believes that it can deliver 2,000 direct liquid cooling monthly rack capacity by the end of June. With an anticipated 5,000 total monthly rack capacity, Super Micro's rapid go-to-market strategy suggest