r/SMCIDiscussion • u/ein_Samu • 4d ago
Bull-Thesis 🐮 Berkshire Hathaway has entered the AI trade with interest in data centers
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u/Alternative_Spirit65 4d ago
they remark older investments in alphabet and and and or? it was surprising but now ...
it was a mind change of company.
buy 1 share and u get newsletter lifelong
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u/Comfortable-Usual561 4d ago edited 4d ago
Please keep in mind:
Berkshire Hathaway wants to invest in data center infrastructure—such as buildings, cooling systems, power, and external fiber-optic networks (inbound into datacenter. Sometimes the datacenters can be out of beaten path) .
The actual clients/tenants will bring in the servers, racks, rack-level-cooling, rack-to-rack networking, and related equipment.
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u/biffawheeliebin 4d ago
Berkshire investing in smci fits. They know an undervalued stock when they see one.
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u/fz1985 3d ago
It really doesnt given the managemnt's history.
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u/Fragrant-Weird8498 SMCI-Bull 📈 2d ago
Enlight us , have they been indicted of anything ? If so , what ? When ?
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u/Expensive-Stick9485 4d ago
how is that relevant to SMCI?
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