Diterjemahkan otomatis dari aslinya · Baca versi asli (English)
Menarik melihat $SMCI naik 15%+ lagi hari ini. Meskipun narasi infrastruktur AI kuat, pergerakan parabola semacam ini selalu membuat saya berhati-hati. Adakah yang melihat justifikasi fundamental untuk laju berkelanjutan ini, ataukah ini terutama short covering dan FOMO pada titik ini? Saya menutup posisi long saya dari beberapa minggu lalu ke dalam kekuatan ini.
I think a lot of people missed the initial move and are now chasing. Your move to close out some profits seems smart.
I'm still holding a small position. Their server solutions are critical, and as long as AI growth continues, so will their demand.
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.
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.
Traderforum · Bahasa Indonesia