Semiconductor chips are the new oil. To be a strong country, you must have your own source and be able to control the entire manufacturing chain. Nividia is the most valuable company as it powers AI. AI is the next growth engine and we are just touching the initial areas of what it can do. There would be alot of development in this area. It's demise is greatly exaggerated.
Difficult to put a timeline on Optimus as ELon Musk is known to be super aggressive on his timelines. However FSD is an important factor for Optimus to succeed. Tesla immediate future is the launch of FSD. Tesla is the only company that has the entire work stream for humanoid robotics 1) manufacturing 2) AI - FSD 3) battery
$SUPER MICRO COMPUTER INC(SMCI)$ High risk high rewards. The accounting accusations seems to be front loading revenue. In my view, this is not as harmful as other accounting scandals such as false or non-existence revenue. Worth a punt.