
Software engineer and investor. I write fundamental deep-dives on AU and US tech stocks, with the edge of using the tools I analyse daily. Focused on long-term value, not momentum. Also a property investor.
No link addedSuper Micro Computer (SMCI) as a leading manufacturer of high-performance AI servers, is capitalising on the explosive demand for GPU-accelerated computing. The company's primary competitive advantages are its operational agility and a deep partnership with NVIDIA, which allow it to deliver the latest server systems to market faster than larger competitors like Dell and HPE.Read more