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Should You Buy Supermicro Before the Next Blackwell Ramp?

By Rick Orford | October 09, 2025, 12:56 PM

Super Micro Computer (NASDAQ: SMCI) 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.

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Rick Orford has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

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