Is Super Micro Computer The Ultimate AI Value Stock?

I am a strong believer that buying a great business at a premium is highly preferable than buying a mediocre company at a cheap price. Of course, everyone wants to buy a great business at a cheap price - which is precisely I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sentiment are what really matters. That's the reaso ...