$SUPER MICRO COMPUTER INC(SMCI)$
TSMC is building 5 new plants in Arizona for $100B.
More GPUs and XPUs for datacenters and more liquid cooling needed for all.
$500B from Stargate.
30% of the $600B going to Super Micro
Only stock in the S&P500 that can 3x overnight due to the low P/E when the news hits.

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