Good position

What I like about super micro is how relatively simple to understand their business is. Basically their plans for the future is to keep building data centers with Nvidia and AMD chips. With AI becoming more advanced and useful over time this could be very lucartive. Their rack scale solutions have pretty much exploded since FY2020 due to the AI boom. Here's my source for more details.

https://ir.supermicro.com/events-and-presentations/default.aspx