Surprise! The Top Year-to-Date Performer In the S&P 500 Isn't Nvidia. Can This Company Keep It Up?

It's holding a fair lead over its rival, but can Supermicro keep up this incredible run? Or is it set to be caught by the seemingly unstoppable engine known as Nvidia? The investment thesis driving Nvidia higher is the same one that is affecting Supermicro. Nvidia's primary products are graphics processing units (GPUs), which are used by the hundreds or thousands to create incredibly powerful computers used to train artificial intelligence (AI) models. However, connecting these GPUs together so that they ca ...