AI SUMMARY — Post questions the severity of export control issues affecting SMCI and expresses concern about potential losses on a large position. Key risks include regulatory penalties, continued stock declines, and whether the company can recover from recent compliance issues.
| TICKER | SMCI |
USER | u/RopPopPop |
| RATING |
BEARISH |
ENTRY |
$28.14
|
| POSITION |
11850 sh
|
BOOK VAL |
$333459.00 |
| CURRENT |
$39.22 |
P&L % |
+39.37%
|
| CURR VAL |
$464755.82 |
P&L $ |
+131296.82
|
What is this export control that everyone is scared about?
The dudes were just doing business under the table. How bad can it actually be?
SMCI should recover next week or will I become a bag holder now?
🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
Position:
Catching a falling knife 🔪
SMCI 11850 shares @$28.70