Thanks for great understanding on SMCI vs CSCO, SSKILLZ1, I agree with you mostly. I actually sold 23% of my SMCI holding in the past 2 trading days, my average price is now below zero,, and I keep asking myself: should I sell more? On one hand, yes, as you explained. On the other hand, AI's impact on us including self driving, medicine finding, robotics, etc is what we could feel and is just beginning. The rising demand for computing may last at least another 3-5 years. It is hard to catch up the leaders like NVDA and SMCI, because they are managed by hard work people with humble beginning. SMCI has been so well managed that it has never had a money losing year since inception. It seems almost for sure they will increase their revenue and earning significantly inn the next 3-5 years. So overall their share price may continue to rise and outperform the market, even if avoidably the road is bumpy. I have experience selling expensive stocks well too early and missing the huge ride. I do not want to make the same mistake this time. Should I keep the remaining shares at least for another 2-3 years?
