Ask yourselves, who benefitted from the introduction of the internet? Hardware manufacturers, infrastructure providers? Or companies that used interent to generate new business ideas (Amazon, Apple, Facebook, Google)? NVDA is providing the hardware for AI, SMCI is just installing it, they-re the flavour of the day, but don-t kid yourself, they will slowly die down, while businesses build on AI will flourish. That is what you need to find, and invest your money!!! $SUPER MICRO COMPUTER INC(SMCI)$
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