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Ep. 225 Simon Erickson: Finding Hidden Winners In Hot Investing Themes

Investing With IBD

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How to Complement AI in Your Conference Call

The more times you said AI in your conference call the higher your market cap went every single minute right. The hidden piece the missing piece here was what super micro did is actually installing them into the servers. And that's not as easy to do as it might initially sound there's a lot of expertise that goes into that. But for a lot of a lot of these companies didn't want to focus on those things and so they turn to Charles Lang who's done this for 30 years. He worked directly with AMD and directly with it with Nvidia and he said hey, I've got the relationships with it with the big tech companies that have got their own data centers. Let us bridge that gap

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