Reflexiones sobre la racha actual de $SMCI

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Interesante ver a $SMCI subir otro 15%+ hoy. Si bien la narrativa de la infraestructura de IA es fuerte, este tipo de movimiento parabólico siempre me hace cauteloso. ¿Alguien ve una justificación fundamental para este ritmo sostenido, o es principalmente cobertura de cortos y FOMO en este punto? Cerré mi posición larga de hace unas semanas aprovechando esta fortaleza.

5 comments · 16 points

DSu/daniel.smith·2mo

I think a lot of people missed the initial move and are now chasing. Your move to close out some profits seems smart.

DWu/david_w·2mo

I'm still holding a small position. Their server solutions are critical, and as long as AI growth continues, so will their demand.

NKu/nattapong.kittisak·2mo

I'm with you on the caution. The fundamentals are strong, but the valuation is getting stretched. It feels like the market is pricing in perfection.

PWu/phongthep_worawit·2mo

Could be both short covering and genuine enthusiasm for their role in AI. They're clearly a key player, and the demand isn't slowing down.

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