MatthewWalter
08-30

$SUPER MICRO COMPUTER INC(SMCI)$ Bought in around $625 and watched it climb to $1200, did not sell anything. I sold my entire position yesterday around $475. I've had a big year but this one got away. Not being able to file a 10K is a big deal in my mind. The other fact I did not know about was 80% held by retail. To me that is a red flag for many reasons. Too much downside risk. Poor performance I can manage, fraud I can not.

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