To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$   Why I’m Holding Super Micro Computer Inc. (SMCI) 1. Strategic Catalyst: $20B Deal with DataVolt The recently announced $20 billion partnership between Supermicro and DataVolt, a Saudi Arabia-based hyperscale data center company, is a game-changing catalyst. This deal positions Supermicro as a key player in the global AI infrastructure race, with accelerated deployments of ultra-dense GPU platforms in both the U.S. and Saudi Arabia. This partnership is not only about revenue—it’s about strategic alignment with sovereign digital transformation agendas, giving SMCI a first-mover advantage in hyperscale AI infrastructure, especially in Middle East megaprojects. Premarket reaction:

Suddenly Trump has become my Hero

[Happy]  [Happy]  [Happy]  [Grin]  [Grin]  [Grin]  

$SUPER MICRO COMPUTER INC(SMCI)$   Why I’m Holding Super Micro Computer Inc. (SMCI) 1. Strategic Catalyst: $20B Deal with DataVolt The recently announced $20 billion partnership between Supermicro and DataVolt, a Saudi Arabia-based hyperscale data center company, is a game-changing catalyst. This deal positions Supermicro as a key player in the global AI infrastructure race, with accelerated deployments of ultra-dense GPU platforms in both the U.S. and Saudi Arabia. This partnership is not only about revenue—it’s about strategic alignment with sovereign digital transformation agendas, giving SMCI a first-mover advantage in hyperscale AI infrastructure, especially in Middle East megaprojects. Premarket reaction:

[Happy]  [Happy]  [Happy]  [Grin]  [Grin]  [Grin]  

Suddenly Trump has become my Hero