Erik Isakson Investment Thesis Super Micro Computer (NASDAQ:SMCI), one of the fastest-growing technology vendors of data center racks and server cooling solutions, has seen the value of its market capitalization sliced in half, currently lingering at ~$43 billion from a high of$86.3 billion in March this year. Part of the reason for Super Micro Computer’s underperformance in the past few months is the cooling sentiment in the broader level of AI enthusiasm that was aggravated in the last 2-3 weeks by th ...