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Super Micro Computer - SMCI - finally had a day
Posted on 1/19/24 at 3:33 pm
Posted on 1/19/24 at 3:33 pm
Picked up shares last year and and promptly saw a 20% drop
. Popped 35% today.
https://www.marketwatch.com/story/why-super-micros-stock-is-having-a-day-for-the-history-books-750b8fc0

quote:
The company offers a liquid-cooling option, which seems of growing interest to customers given how much power is necessary when servers run artificial-intelligence applications. “Liquid cooling in the datacenter is a must-have for next generation AI compute hardware solutions with Supermicro seeing as much as 20% of the market in the cloud as liquid cooled,” Mosesmann wrote.
https://www.marketwatch.com/story/why-super-micros-stock-is-having-a-day-for-the-history-books-750b8fc0
Posted on 1/22/24 at 7:58 am to DarthRebel
Will it have two days of fun?

Posted on 1/22/24 at 10:25 am to DarthRebel
I picked up SMCI a couple weeks ago. Friday was fun 

Posted on 1/23/24 at 5:45 am to DarthRebel
I'm beginning to think SMCI may split soon
Posted on 1/29/24 at 8:28 pm to DarthRebel
Absolutely incredible performance the last few years.
Posted on 1/30/24 at 11:47 am to slackster
I remember when they were a very small company who made PC BIOS chips. Even as (relatively) recent as 2008, their stock was around $8. It's crazy how they've reimagined themselves.
Posted on 1/30/24 at 2:26 pm to Naked Bootleg
Just a year ago, it was $70.
Would love more, but I fear the AI bubble pop.
Would love more, but I fear the AI bubble pop.

Posted on 2/5/24 at 8:55 pm to DarthRebel
This thing is going to collapse shortly, but I’ve got no clue how high it will get in the interim.
Posted on 2/12/24 at 10:51 am to slackster
quote:
This thing is going to collapse shortly, but I’ve got no clue how high it will get in the interim.
Apparently to $800 at least


Posted on 2/12/24 at 12:02 pm to DarthRebel
quote:
Apparently to $800 at least
Yeah it’s in some combination of FOMO, short squeeze, and legitimate growth company.
These prices don’t really make any sense, but who cares if you can time it right? I got out around $700 - too rich for my taste.
Posted on 2/14/24 at 9:23 am to slackster
Frick I need to cash out, or I can just see if this baby wants to touch $1000


Posted on 2/14/24 at 9:33 am to DarthRebel
Is this like a gamestop thing? I dont get it, why on earth would you want liquid cooling in a datacenter? Makes zero sense, the whole building is already liquid cooled.
Posted on 2/14/24 at 9:58 am to j1897
quote:
Is this like a gamestop thing?
No, it is a ride the coattails of NVDA thing.
They sell servers loaded with Nvidia chips. You have to put all those GPUs into something and they were ready to roll with the AI boom. They do lack exclusivity and patents, so competition will catch up eventually.
It is a now AI stock, not a long term AI stock.
Posted on 2/14/24 at 2:18 pm to DarthRebel
quote:
Frick I need to cash out,
dude I thought $800 was it's limit. I cashed out 65% of my SMCI yesterday when it got to $792...



Posted on 2/14/24 at 2:20 pm to j1897
quote:
why on earth would you want liquid cooling in a datacenter? Makes zero sense, the whole building is already liquid cooled.
The building ?

Posted on 2/14/24 at 3:03 pm to j1897
Watch this video about liquid cooled
https://www.youtube.com/watch?v=hJoUZPCX0L0
https://www.youtube.com/watch?v=hJoUZPCX0L0
Posted on 2/14/24 at 3:07 pm to j1897
quote:
I dont get it, why on earth would you want liquid cooling in a datacenter? Makes zero sense, the whole building is already liquid cooled.
When done properly liquid cooling allows you to cool the components that need it without having to cool an entire room.
Motivair has been doing this for decades along with companies like Cray.
Posted on 2/14/24 at 10:31 pm to DarthRebel
I just watched the video
Looks like cooling loops made by CoolIT Systems
Looks like cooling loops made by CoolIT Systems
Posted on 2/15/24 at 7:10 am to DarthRebel
$932 pre market. Beyond insanity.
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