Super Micro Computer (SMCI -1.13%) is scaling Blackwell-ready racks, liquid and immersion cooling, and edge-to-cloud builds that compress deployment time and expand deal sizes. I explain the catalysts, partnerships, and risks -- plus how I'd size a starter position -- so investors can judge the upside potential.
*Stock prices used were the market prices of Oct. 3, 2025. The video was published on Oct. 9, 2025.