$SUPER MICRO COMPUTER INC(SMCI)$ 39 billion in new orders within a month.
On the day of the SpaceX IPO, Charles announced a new 1-gigawatt data center by year-end. Elon even dropped into his tweet to say thanks.
Add to that the global hiring spree happening every single day, from Spain to Australia, Dubai to San Jose. This kind of worldwide expansion is rarely seen anywhere, anytime, but it's happening at Super Micro.
The dilution is peanuts compared to this, peanuts compared to many other companies diluting to hand us money. They're buying our equipment that'll be outdated in a year, so they'll have to keep buying and buying just to keep up. That's how early-stage tech innovation goes—just ask Intel in the 80s and 90s. That's also why the SpaceX IPO happened: Elon saw a big opportunity to rent space to companies buckling under the load, like Google and Anthropic. And who's building the systems?
We are.
149.99. See you there.
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