$SMCI has been a favorite of this newsletter since late 2022. I got the move I wanted, and closed the position in the mid 200%. I think it’s an incredible business that was undervalued. It may be done for now, but I don’t believe that it’s the end for SMCI longer term.
thoughts on smci?
$SMCI has been a favorite of this newsletter since late 2022. I got the move I wanted, and closed the position in the mid 200%. I think it’s an incredible business that was undervalued. It may be done for now, but I don’t believe that it’s the end for SMCI longer term.