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fung_derf

01/09/26 10:49 AM

#3107 RE: ed3/6me #3106

Not a clue. That's not how I invest. I don't try and guess at future fundamentals.
I read news and use technical analysis....which is telling me I should have sold this already.
SMCI rode up because of Nvidia, which is now leaning towards $TSM instead. SMCI was the cheaper way to play NVDA.
Now, you're investing in this based on future growth projections and the company has already gotten in trouble for questionable reporting.
This has become a "wish" play, and if I had been paying attention, I would have moved on to TSM, which I owned long ago, but not now.