Derf, I took your advice with SMCI and took some profits today. It had doubled in 3 weeks, so I sold half and will keep the other 'free' half for the longer term. Looks like it should reach 1000 soon, but I figure no sense getting too greedy. A double in 3 weeks was pretty exciting, albeit only a small position.
Looks like the Ai space is entering bubble territory, but conceivably may keep elevating way beyond the point of reason. So a sign of a frothy market, but what will end the party? Lots of geopolitical landmines out there right now, which the market has so far been ignoring. Also, I figure the election uncertainty and angst will become more of an issue by summer. But hopefully there's a 'window' of months before Wall Street's party runs into trouble.
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