What can I say, I like established companies in the all-encompassing data center infrastructure field, not the ones only starting to expand their offerings now. Plus, the stock has been really erratic, and is nowhere near it's June high of $50. A... — read more 

Supermicro announcing a new data center construction push feels like they are trying to stop being the vendor everyone only calls when something breaks and start acting like the whole solution instead. If they pull off turning hardware plus build... — read more 

I think DeepSeek is going to continue to shake the entire AI and AI-adjacent industry in the U.S. for a long time to come, especially with new models being released, each better than the last and each requiring less to run. Investing in companies... — read more 

The company is generating record revenue, it's taking market share right from under its competitor's noses, and while the stock price has skyrocketed in the last month, it has also dropped enough in the last few days to make it a viable buy once... — read more