@asianinvestors The real question isn’t whether hyperscalers can build it themselves. It’s If OpenAI needed a 500,000 GPU cluster operational in 9 months, who gets the call? If SMCI is consistently first of that list, then the market may eventually starts valuing them as AI infrastructure.
@IAMessential316 I’ll also say this much. From what Im hearing with what I do for work and have seen first hand is liquid cooling is a huge stride in efficiency & SMCI happens to be leader in liquid cooling
@IAMessential316 It makes sense mathematically. The real question is if we believe the $39 billion backlog. I believe it personally. Needing quick money to fulfill orders fast seems to be a recurring theme in this industry. I expect further dilution across the board.
@RanjitAlpha@SJL168 No you don’t ask for that. Makes it look like you cant deliver without your client. Your client is going try to negotiate a better deal. You close the deal & figure out rest on the backend.
@BNBastronaut I went all in on doge again. Caught the last pumps. Don’t even normally touch crypto anymore, but I had that same feeling I had back when it ran OG. Been in & out since 2018. Have a tattoo of it & have secured close to $100k profit in it over the years. To the moon 🚀
@show_your_data@marc02200 It’s a leveraged trade on Btc the truth is if you believe in Btc then why the hell wouldn’t you be buying Mstr. Btc market cap would have to go up trillions for you to more than double your money. Personally wouldn’t buy either I’m a stock guy