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$Super Micro Computer (SMCI.US)$ There have been several exc...
$Super Micro Computer (SMCI.US)$ There have been several excellent opportunities to increase positions this year, with one particularly significant one being the crowdstrike blue screen event. $CrowdStrike (CRWD.US)$ When it dropped to 220, I immediately suggested buying the dip because there was no visible direct replacement in the industry, and I understand how commercial companies deal with similar crises. Another example is SMCI this time, bought the dip at 20. After the first rebound, I reminded everyone of the extreme volatility, but there is no need to worry about delisting, just calmly wait for updates from the accounting firm. This confidence comes not only from internal discussions within the company but also from this company's unique presence in the industry.
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