Super Micro is trading at 21.1x LQA earnings, i.e., market participants project top-of-cycle profitability far into future.

Rising AI cloud provider and IPO candidate CoreWeave revealed fast-growing revenue from a “limited number of customers,” ...

While investors can't gain direct exposure to CoreWeave stock, they can pick up indirect exposure by purchasing shares of Nvidia, thanks to its $100 million equity investment in CoreWeave.