Portfolio Adjustments: 5/23

SMCI DID release a preliminary earnings report/alert because they had suffered component shortages… which have been resolved: Super Micro Computer, Inc. - Supermicro Announces Preliminary Financial Information for Third Quarter Fiscal 2023

For more SMCI info, check out this thread… no sense me repeating it: SMCI: Supermicro

If it interests you, fine. If it concerns you, stay away… no sense being uneasy about one’s investments. :slight_smile:

Rob
He is no fool who gives what he cannot keep to gain what he cannot lose.

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