Too impatient.

Recently went on vacation, didn't pay much attention to stocks. When I came back and checked, smci is too impatient. The most regretful move recently was before nvda's financial report, I exchanged some nvda for smci. Luckily, I only exchanged a small portion, and the rest caught this wave. Yesterday, I slightly reduced my holdings of nvda, and bought amd. tsm remained unchanged.

What's going on with smci, it shouldn't be like this, has the triple leverage completely malfunctioned? The fundamentals of smci are very stable, mainly relying on two points, no other company can shake: 1. nvda's performance; 2. The deep friendship between Lao Huang and Lao Liang. The first point is definitely fine, could it be that the friends had a falling out?

Perhaps it's just market makers shaking out weak positions, the key is to see what happens with pce tomorrow. I plan to persevere a little longer.

$NVIDIA (NVDA.US)$

$Advanced Micro Devices (AMD.US)$

$Taiwan Semiconductor (TSM.US)$

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