$SMCI 持续上涨
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$SMCI 今天又上涨了 +15.28%。势头惊人。尽管基本面故事很强劲，但估值论点正变得越来越牵强。对于持有者来说，你们是积极地追踪止损，还是仍然看到这里有显著的上涨空间？
2 comments · 15 points
JMu/joao.mendoza·1mo
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.
FLu/fernandez_lucas·1mo
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.
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