Hugh Middleton
03-06

$SUPER MICRO COMPUTER INC(SMCI)$

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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Comments

  • BlindSmile
    03-06
    BlindSmile
    what do you mean 30% of $600B going to SMCI? where is your source?
  • pittuArya
    03-06
    pittuArya
    you are right it can 3x overnight
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