$Super Micro Computer(SMCI.US)

Context: In an effort to stand out from the crowd and get AI hardware in the hands of data centers, Cisco Systems is expanding its Secure AI Factory with Nvidia by including a partnership with Super Micro Computer. The Cisco AI Factory with Nvidia is a full-stack infrastructure system that helps companies build, deploy, and secure AI workloads. It combines AI infrastructure with full-stack security and is built to deliver faster agentic and physical AI applications. Cisco says with its partnership with Supermicro, customers will be able to deploy rack-to-fabric liquid cooling that features Cisco’s liquid-cooled AI networking systems alongside Supermicro’s liquid-cooled servers. Cisco expects to offer the solution in October.

My Trade: Still holding out in hopes for my rather ambitious profit target. Though it looks unlikely at least for now.

Takeaway: SMCI still has rooms for growth, and growing partnerships with companies outside of their main sector could diversify their revenue sources as well. @Captain's Treasure