【Week 6 – My Portfolio Health Check, Checking back in with SMCI】

SMCI saw a significant stock gain as it collaborates with Taiwanese authorities to enhance compliance controls around its AI-linked hardware. This comes amid scrutiny from NVIDIA's CEO, emphasizing the need for better compliance following cases of semiconductor smuggling involving Super Micro's servers. The company's proactive compliance measures and a favourable tech market backdrop have boosted investor confidence. I remember writing a post on SMCI on Week 3 of My Portfolio Health Check, where I mentioned that I did not catch the exact bottom but still managed to grab some during the dip. Patience definitely paid off with SMCI's legal compliance signalling a shift in the company's direction moving forward. @Bridge Buzz SG