Investing With IBD cover image

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

Investing With IBD

00:00

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.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner