14
FMby u/fontaine_marie·2moDiscussion

SMCI continuing its run

$SMCI up another +15.28% today. Incredible momentum. While the underlying story is strong, valuation arguments are getting increasingly stretched. For those holding, are you trailing stops aggressively or still seeing significant upside here?

2 comments · 14 points

2 Comments

JMu/joao.mendoza·2mo

I'm definitely trailing stops aggressively here. It's been an amazing run, but you can't ignore the valuation at some point. Better to protect those gains.

11
FLu/fernandez_lucas·2mo

Still seeing significant upside, honestly. The demand for their solutions isn't slowing down, and they're well-positioned in a growing market. I'm holding for now.

1

More like this