ความคิดเห็นเกี่ยวกับการวิ่งขึ้นของ $SMCI ในปัจจุบัน

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.