I'm paraphrasing here but his the late-grade Charlie Munger would often say that you know your

results are tied almost inexorably's your ability to control your emotions

and situations where you need to,

and if that's not you,

this is not a party you want to go to. I'm Mary Long and that's Tim Byers,

an advisor on the Motley Fool's Interconnected Opportunities Investing Service.

Tim and his colleague Kirsten Guerra have been

following the super micro story for a while now and you may have seen the

Data Center Services stock recently went ballistic. I caught up with Tim

and Kirsten to find out what this business

actually does, the machinations behind the stock's performance, and what

investors should do when they see a stock break the laws of gravity.

So Tim, I want to start with you because talking tech can get really technical really quickly. And before we talk about Super Micro the company it's maybe important to get a

picture of the landscape this company operates within the data center landscape and so before

we start talking about the ins and outs of the business,

can you give us an idea of the different types of data centers that exist and how

why it's important to understand that landscape before talking about

Super Micro? Yeah, there's a lot of different ways to

engage with the data center. Let's use a building analogy. So the data centers that

most people are familiar with are the ones that are owned by the big cloud providers and you can think of the big cloud providers so that's AWS

GCP Google Cloud Platform, Azure, and when you are using, and we are when you are accessing those

data centers, those are wholly owned by those big tech companies and they rent space inside of their data centers.

...