Post #436 by hummingbird on the Falling Knives board

Investment Strategies / Falling Knives

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morning all,
taking a look atSMCI...product seems on track and data center energy costs are going to be a bigger deal going forward. an average data centre uses the same power as a couple of hundred homes. I also own VRT which has a different DC technology offering and have done nicely. The big unknown here is the DOJ investigation.....but after such a fall from grace, I am dipping my toe in for the long term.

in the tech food chain of growth cycle, wafer fabricators, chip design + production, software, and data centre growth is "very roughly" the calendar. I think datacenter growth is still majorly in front of us.

thoughts anyone ?

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