Savvy Trades and Investments

[valuemind]

Thanks for your great post on SMCI and investing strategies, SSKILLZ1, I totally agree. After sold 23%, SMCI still is the largest holding of my portfolio, far above my normal 10% maximum limit. Diversification or let the winner run? I will choose to let the winner run this time. Both losing money and missing opportunities would make me unhappy. So I focus on larger probability. I believe AI has been hot for one year only and has at least another 3-5 years to run (internet became hot for 6 years before 2000). SMCI is traded with my estimated gpe about 0.5 and still very undervalued (Wade’s estimate is non sense). Both SMCI and NVDA have higher than 50% probability to run and outperform the market for another 3-5 years.