$Super Micro Computer (SMCI.US)$
Last time. $NVIDIA (NVDA.US)$ I am very bullish on the earnings report, but unfortunately, I believed in SMCI's evil and didn't go all in on NVDA, instead I split my investment between NVDA and SMCI, as a result, I was fooled by this thing and missed out on a lot.
Later, I didn't give up. When smci fell to 700, I bought it again, but I learned my lesson and immediately closed my positions when I realized the momentum was not right. I suffered two losses, but finally gained wisdom and stayed away from smci, only buying nvda and other high-quality companies including $Advanced Micro Devices (AMD.US)$ $Taiwan Semiconductor (TSM.US)$ $ASML Holding (ASML.US)$ 。
A netizen asked me what I think about smci earlier, and I immediately replied: better to buy nvda. I hope he saw my message.
In conclusion, trading stocks can indeed improve one's intelligence. Just for this reason, I will continue to persist.
Today, my positions in nvda, amd, and tsm are likely affected by smci, as they all declined. It's okay, the focus is on the after-hours earnings report.