Today is, $Super Micro Computer (SMCI.US)$ I will hold a brain meeting about what to do...
I bought only 1 share of SMCI during the exciting period before the stock split. In Japanese yenThe acquisition price is approximately 0.13 million yen.And the current evaluation amount is approximately 0.04 million yen.Even at that time, it was a bit high, but many analysts said there was investment value in the medium to long term, and since it was not yet included in an ETF, I bought it as part of an ETF feeling.。。。
This taught me that these things can happen. Analysts also cannot see the situation on the ground...
Well, whether to sell this or not.
It's a bit hard to believe. I would say...
Honestly, I have mixed feelings. I want to witness the stock becoming worthless, engraving it into my foundation. Also, I have a slight fear of regret if it rises after I sell, but I also have a desire to leave it as it is and watch over it.
Here, I want to be tough on myself and decide to sell.
There is something that can be done by getting back 0.04 million yen. And I know what I should be doing right now...

$Advanced Micro Devices (AMD.US)$ and $Intel (INTC.US)$ is probably in the field of AI $NVIDIA (NVDA.US)$ are likely the two biggest competitors in the AI field, but no one knows when they will actually be able to compete or whether they will be able to compete.
Both companies do not have enterprise hardware that can be deployed on the scale and performance level of Nvidia, but they have enough resources to expand more quickly than other companies, making them the closest two.
Rather than based on actual or projected numbers, this is more about investors looking for other hardware vendors that can get closer to Nvidia because Nvidia is very successful.
When you miss the train, sometimes you may have to transfer three buses that take double the time to reach your destination.
AI hardware, along with energy production and data center deployment...