Portfolio Adjustments: 5/23

Rob,

Just wanted to give credit where it is due!!! Well done on SMCI …and looks like it is only looking to go higher and higher…And agree, I now accept that is not a crap stock…Euphoria, momentum sure…but it does have the current craze pushing it, and doubt we have seen the highs …Blimey, every day is a new high!!!

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