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by u/pedroreyes·2moDiscussion

Thoughts on $SMCI's current run

Interesting to see $SMCI up another 15%+ today. While the AI infrastructure narrative is strong, this kind of parabolic move always makes me cautious. Anyone seeing fundamental justification for this sustained pace, or is this primarily short covering and FOMO at this point? I closed my long position from a few weeks back into this strength.

5 comments · 16 points

5 Comments

u/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.

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u/tran_b·2mo

It's a tough call. Are they truly undervalued even at these levels, or is it a classic bubble forming? Time will tell.

0
u/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.

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u/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.

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u/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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