SMCI - hard to argue with these funnymentals. I don't think it's a buy and hold forever.  Doesn't seem like they even have a small moat, but it's working for now.  My least favorite thing about this idea is that after today's run, the nearest stop is quite far away.  I don't like to DCA's down - try to only DCA on winners -  but I might make an exception here just to get a foothold.