I hate to give advice on trading. I love the company- but everyone must arrive at their own conclusion as to when to pull the trigger. I can only say that if SMCI runs into the $41-42 range prior to earnings I will probably sell 30% of my poke. On the other hand I believe we have a $50 stock here this year.
Best of luck to you and ALWAYS carry a healthy cash position for inevitable dips.
I own quite a large chunk of SMCI. In fact it is my largest position. I like our chances for nice appreciation here. We will find out soon enough!
CEMP, OTIC, AND SMCI. All dropped to the $32 level on 3/26. I decided to take an equal stake in all three and will reassess at the end of the next quarter- win, place, & show. I am quite sure it will be neck and neck and hopefully a fun race.