My first stock purchase since the start of the war. Was hoping war can bring us a bigger market crash, but so far the big tech stocks are still expensive or near pre-war levels.
Finally saw a ~30% drop in a day - similar to how Meta Platforms fell in 2022 - which hit my criteria. SMCI has so many troubles as usual, This time round though company is not involved but rather than the few individuals, which may represent a risk to reward opportunity. Still, Not for the weak heart.
Still hoping Super Micro Computer can drop more so I can accumulate. PE around ~20+, and growth still looks decent from AI demand.
If sentiment recovers, SMCI could rebound strongly given its high-beta nature. If don't drop more I won't buy more too.
Also interesting that Charles Liang and Jensen Huang are long-time friends.
Since I own SMCI, I also bought NVIDIA at $88 during the 5 Apr tariff dip. Hoping Nvidia can goes below $100 again or drop 30% a day to add more.
Cheers all.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 21.35 80 | -2.05% Holding |
Modify on 2026-03-21 11:42
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