$Super Micro Computer (SMCI.US)$ Supermicro (SMCI) is a leading American provider of server hardware and storage solutions, with rapid expansion in liquid cooling systems in recent years, providing liquid cooling solutions to customers in high-performance computing (HPC), artificial intelligence (AI), cloud computing, and datacenter fields. Below are the main customers and applications of its liquid cooling systems:
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1. High Performance Computing (HPC)
Supermicro's liquid cooling system mainly serves 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 research institutions, supporting scientific simulations, genetic research, weather modeling, etc.
For example, the 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. Artificial Intelligence 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 caters to some AI startups and research institutions (such as OpenAI, Stabil...

$NVIDIA (NVDA.US)$ The selection of growth stocks needs to consider factors such as industry trends, company fundamentals, and market sentiment. Here are some potential directions and stock recommendations (please adjust investment decisions dynamically according to market changes):
1. AI and Semiconductors
NVIDIA: Despite recent stock price declines, its leading position in AI chips and market share remain prominent, especially in the Datacenter business.
AMD (Advanced Micro Devices): Gradually expanding into the AI market, with the promotion of new products like MI300, it may attract more orders in the future.
ASML (ASML Holding): The monopolistic supplier of high-end lithography machines, benefiting from the global semiconductor manufacturing upgrade.
2. New energy and electric vehicles
Tesla: A leader in the electric vehicle industry, bullish on its technological innovation and market share in the long run.
Contemporary Amperex Technology (CATL): A global leading battery manufacturer, benefiting from the popularity of electric vehicles and the growth in energy storage demand.
BYD: A comprehensive manufacturer of new energy vehicles with great potential for overseas market expansion.
3. Wind Power
LONGi Green Energy Technology: The global leader in the photovoltaic Industry, benefiting long-term from the global carbon neutrality goal.
First Solar: The leading photovoltaic company in the USA, benefiting from the support of the new energy policy in the USA.
Orsted: A leading company in the offshore wind power sector, benefiting from Europe's green energy plan.
Biotechnology and Medical
Moderna:...

$Super Micro Computer (SMCI.US)$ Everyone have a good weekend. There will be unexpected results on Monday. Panic emotions. Who will be the biggest beneficiary? The February report will make a lot of money. Where will it fly to? Think about it yourself.

$Super Micro Computer (SMCI.US)$ Always lying in this position! Do you want to charge ahead?

$D-Wave Quantum (QBTS.US)$ D-Wave Quantum (QBTS) is a well-known enterprise in the field of quantum computing, especially renowned for its latest developments in annealing quantum computers and gate model systems. The company currently offers processors with over 5,000 quantum bits on its Advantage platform, capable of solving complex optimization problems. The upcoming Advantage2 system is expected to exceed 7,000 quantum bits, further enhancing its capabilities in Logistics, materials science, and AI.
The global adoption of quantum technology is rapidly increasing. According to a recent study, about 21% of surveyed companies plan to deploy quantum computing solutions at production levels in the next 12 to 18 months. These companies expect substantial ROI, with some anticipating ROI of 10 to 20 times due to the efficiency and innovation brought by quantum optimization.
In terms of scale, unlike general-purpose quantum computers, D-Wave's systems are suitable for specific applications such as optimization. Their goal is to provide practical quantum computing solutions for today, targeting industries like finance, Medical Care, and manufacturing. This makes D-Wave a significant participant in driving the recent development of quantum computing use cases.

$Super Micro Computer (SMCI.US)$ There is currently no official confirmation regarding whether Super Micro Computer (SMCI) will be removed from the Nasdaq 100 Index. However, there are some backgrounds that can help assess this possibility:
1. Annual Index Adjustment: The Nasdaq 100 Index adjusts its components every year based on market cap, liquidity, and other factors. As of December 2024, this adjustment is underway, causing speculation in the market about companies that may be replaced.
2. Market Performance Impact Factors:
Although SMCI's stock price has rebounded recently, it has still experienced fluctuations, partly due to profit-taking by investors and market uncertainties about its position in the index.
Some compliance issues facing the company may have a certain impact on its image, but it has obtained an extension from Nasdaq to complete the relevant financial reports by February 2025.
3. Potential Substitutes:
Media speculates that strong-performing companies like Palantir (PLTR) and MicroStrategy (MSTR) may become candidates to replace SMCI's position.
Current Outlook
Whether SMCI will be removed from the Nasdaq 100 depends on its Market Cap performance and compliance progress. If the company can sustain its growth momentum and improve its financial reporting processes, the risk of being removed may decrease. You can follow the adjustment list officially announced by Nasdaq in mid-December to get the final answer.

$D-Wave Quantum (QBTS.US)$ Have you read the latest announcement?