Super Micro: Vertiv and Modine Provide the Perfect Foundation With Strong Growth in Data Center Cooling. Can Super Micro Catch up?

The Super Micro stock (SMCI) is back in the game. Since the successful placement of a convertible bond worth $2.3 billion, a fresh upward trend has been established, and the correction that started in mid-2024 has ended. Investors are regaining confidence and are anticipating future growth. OpenAI, Softbank, and Oracle are leaders in the $500 billion Stargate project. Meta aims to invest hundreds of billions of dollars in gigantic data centers. Alphabet has also indicated that it will increase its investments. The race for superintelligence is driving...