Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Technology Stocks & Market Talk With Don Wolanchuk -- Ignore unavailable to you. Want to Upgrade?

To: misu_byk who wrote (202812)	2/8/2025 1:29:57 PM
From: SGJ	1 Recommendation Recommended By misu_byk Respond to of 207795

$SMCI: After a big gain recorded last year, I reentered too soon. I did a tax loss harvest in Dec and got back in after 30 days. Already recouping nicely. I think we are going to be ok. I have a lot of solid reasons for this besides the technicals and financials. Systems that work at $3B in sales, don't work well at $12B. Material adjustments are necessary and are to be expected. Management's error and why the CFO is gone, is not planning for it before it was upon them. marketbeat.com GLTA!