@Simonwhite 1 month ago
Super Micro Computer gains
Super Micro Computer gains
it’s really interesting to see Super Micro Computer picking up speed again as ai server demand stays strong. do you think is the smartest way to play the infrastructure boom right now, or is it getting too volatile?
@AlexWalker 1 month ago
Honestly feels like still has a ton of momentum if AI spending keeps ripping. Super volatile though, so you gotta be ready for those crazy swings both ways. Definitely one of the more direct AI infrastructure plays out there right now.
@IsabelLynn 1 month ago
it feels like Super Micro Computer is always moving fast. do you think they can stay ahead of competition from companies like Dell?
