08-29-2024, 10:22 AM 
		
	
	
		Sold out of SMCI and opened a new position in APP.
SMCI had disappointing earnings this quarter, just delayed filing its 10-K, and is accused by Hindenburg of cooking the books.
Moving on to something new with a ~10% loss.
	
	
	
SMCI had disappointing earnings this quarter, just delayed filing its 10-K, and is accused by Hindenburg of cooking the books.
Moving on to something new with a ~10% loss.

