2024 has been an extraordinary year, filled with milestones that I can only describe as rewarding. From hitting personal investment highs to building meaningful connections, here’s a look at the moments that truly made the journey special:
Rewarding Portfolio
The most rewarding highlight of my investment journey this year was achieving a YTD return of 87%. As someone who typically prefers caution and doesn’t like to jinx or overly cel...

Supermicro (SMCI) is a leading American provider of server hardware and storage solutions, and in recent years has rapidly expanded in the field of liquid cooling systems, providing liquid cooling solutions for customers in multiple areas such as high-performance computing (HPC), artificial intelligence (AI), cloud computing, and data centers. Below are the main customers and application scenarios of its liquid cooling systems:
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1. High-Performance Computing (HPC)
Supermicro's liquid cooling system mainly caters to HPC scenarios that require high computing density and low energy consumption:
National laboratories:
Supermicro's liquid-cooled servers are deployed in some US and international scientific institutions, supporting scientific simulations, genetic research, weather modeling, etc.
For example, US National Energy Laboratory and University Research Centers use Supermicro's high-performance server solutions.
Academic and research institutions:
Universities in the USA and Europe (such as the University of California, MIT, etc.) may use liquid cooling hardware for scientific research simulations and AI training.
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2. AI and machine learning
Supermicro focuses on providing liquid cooling solutions for high-density GPU clusters, widely used in AI and deep learning projects:
AI company: Supermicro provides hardware solutions for some AI startups and research companies (such as OpenAI, Stability AI, etc.).

Supermicro (SMCI) is a leading American provider of server hardware and storage solutions, and in recent years has rapidly expanded in the field of liquid cooling systems, providing liquid cooling solutions for customers in multiple areas such as high-performance computing (HPC), artificial intelligence (AI), cloud computing, and data centers. Below are the main customers and application scenarios of its liquid cooling systems:
---
1. High-Performance Computing (HPC)
Supermicro's liquid cooling system mainly caters to HPC scenarios that require high computing density and low energy consumption:
National laboratories:
Supermicro's liquid-cooled servers are deployed in some US and international scientific institutions, supporting scientific simulations, genetic research, weather modeling, etc.
For example, US National Energy Laboratory and University Research Centers use Supermicro's high-performance server solutions.
Academic and research institutions:
Universities in the USA and Europe (such as the University of California, MIT, etc.) may use liquid cooling hardware for scientific research simulations and AI training.
---
2. AI and machine learning
Supermicro focuses on providing liquid cooling solutions for high-density GPU clusters, widely used in AI and deep learning projects:
AI company: Supermicro provides hardware solutions for some AI startups and research companies (such as OpenAI, Stability AI, etc.).