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

Investing With IBD

CHAPTER

The Future of Server Infrastructure

Simon: Super micro is a very, very fragmented to reach it's been a tough market to make any money in. The largest player in this market is Dell who only has 17% market share. And if you ever listened to investor presentation from from super micro they're quick to point out that we think that we've saved our customers $10 billion and cost savings by using less power. But hey also that $10 billion that they've saved that has the amount of power that we required for all of that would have been 30 fossil fuel power plants. I mean they know what they're doing and how they're crafting the message.

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