$Super Micro Computer (SMCI.US)$ For me ? Supermicro remain...
$Super Micro Computer (SMCI.US)$ For me ? Supermicro remains a company to watch -- but from the safety of the sidelines at least until the uncertainty has lifted. Beside all the problems, the company is a leader in the AI server market, is seeing strong demand, and may have a new growth driver ahead as data centers adopt direct liquid cooling technology (DLC) ![]()
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intellectual Sheep_2 : show your holdings then talk
Money Thrill OP : asml buyed at 500, Novo Nordisk, Apple,Google, TSMC, Arm, Vertiv, Qual, CrowdStrike, CADENCE, Air liquide, Synopsys, World etf. Etf Nasdaq-100, Semiconductor VanEck etf, Big Data etf Deutsche bank, Robotics etf, Spy etf and many others, 15 % own Portfolio, 30 % asset management long ago ... ( 100 years old broker from Belgium), 50 % in Treasury ... satified?![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
intellectual Sheep_2 : you? you hold 10 or 20 stocks?
Money Thrill OP : Indeed 20 but my Asset management i think has 15 positions in shares, and 20 in Funds and etf's. But some funds retailers cannot buy, only Brokers, Suisse Funds ... these are the Best . 100 % gains, even now but also other fund 100 % gains. They only balance the funds and shares if positions come to high.
So i learned a lot from them. They have no Nvidia but i well, good gains. But Nvidia is in a lot of funds and etf's
Money Thrill OP : What i do ... i look at all the best positions in etf's and funds. I go to the fundamentals (MarketScreener, free for couple minutes every day) and then take first position, if drops 2th position or leave depending on news. But i can always take 3th position. You can never know what happens. See SMCI.US.. buyed 400 selled the most at 1130. this was exaggerated? Now little position with loss but globally not loss. Therefore i follow it ... perhaps again little position today or Monday ... i look at Resistences ... for the fun . An risk, i know but have you seen the many XL buys ? 50K ?