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Having had a few days to think about it, where's the future for SMCI? Their stock has continued to slide in the last couple of days although it's only down about 5% in the last month.
Does it have a future? Ether short- or long-term? If the chaps at Cobens looking at getting out then what's the horizon on this?
And what would anyone suggest I should do with the grand or so's worth of SMCI I hold outside of Cobens? Flog it? Flog half of it? Keep it for sh1ts and giggles? I'm in fairly good profit on it so can't complain.
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Our weight changes regularly. On a fundamentals basis the stock is not over valued imo so I am not so much concerned about the multiple. I can't comment on anyones personal Extra-Portfolio holdings.
The ideas im working on at the moment factor. As mentioned it's all about relative opportunities.
