To The Moon

$NVIDIA Corp(NVDA)$   ~~ Blackwell chips running hot ~~ Nvidia’s next-generation Blackwell data center processors overheat in high-capacity server racks, forcing rack redesigns. Nvidia’s Blackwell GPUs overheat in ultra-dense servers with 72 processors, each drawing over 1000 W of power in a small space. This has led to design changes, delays in shipping. But that wont stops, Google, Meta, Microsoft and xAI from continuing to expand their footprint. #Good time to buy!

$SUPER MICRO COMPUTER INC(SMCI)$ Despite the recent challenges, the intrinsic value of the share is estimated to be approximately $51, representing a substantial 2x upside potential for the stock. This valuation is contingent upon the assumption that the reported figures are generally reliable. However, a more conservative discount has been applied to the FCF calculations in light of the recent negative news. Time to go long!