1. Super Micro has overcome accounting concerns and is poised to thrive with U.S. hyperscalers driving AI data center spending; 2. Despite a sales hit from the 10-K delay, the AI server company guided FY25 revenues to $23.5 to $25.0 billion, with a potential target of $40 billion in FY26; 3. Super Micro raised $700 million via a convertible debt offering, signaling a return in investor confidence.

➀ Daniel, through Hero Games, invested $60 million for a 20% stake in Game Science, the developer of 'Black Myth: WuKong', and later added another $100 million, making Hero Games the sole co-producer. ➁ Daniel's investment philosophy emphasizes on the individual, believing that 'the right person is key'. ➂ Daniel's early career at ZhenFund, where he was the youngest vice president, shaped his investment style, focusing on early-stage investments and continuous funding.