$SUPER MICRO COMPUTER INC(SMCI)$
Recently, I have gradually built up a position in SMCI. Personally, I am bullish on the business of this company in the long term. It can also be regarded as a company highly correlated with NVIDIA (NVDA), or in other words, it has latched onto the trends of AI (artificial intelligence) and high technology. Let's first take a look at the business description: Supermicro provides modular and open-standard architecture server solutions, covering high-growth markets such as data centers, cloud computing, AI, 5G, and edge computing. The company is committed to providing customized IT infrastructure for enterprises, cloud service providers, AI research institutions, and telecommunications operators. In addition to hardware facilities and personal daily necessities, applications in various industries also require data processing services. Therefore, these services are more like a universal solution, which may empower many fields. That is to say, it can be hyped up multiple times.
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