Reddit Posts
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
KitKat Canada AI Ad? I’m Bullish on NVDA, AMD, & SMCI
What happens to options expired ITM AH but not enough cash in margin account?
Options expired ITM but not enough cash in margin account
I feel like quitting stocks selling Nvdia and SMCI too early
$SMCI Options expired ITM but not enough cash in account
$SMCI Options expired ITM but not enough cash in account
Next plays after the 200% gain in SMCI calls.
Pssst….. $SMCI, UNDERVALUED AI PLAY. Going up huge tomorrow!! Calling it now
$20k SMCI calls filled right before market close today. Hoping it holds the gains tomorrow morning.
SMCI IV up, premium up. Looks good to sell a CPS or CSP.
$610 -> $15,000. Happy Holidays WSB.
Super Micro Computer $SMCI Earnings Release - Thriving AI and cloud computing
Super Micro Computer $SMCI Earnings Release - Thriving AI and cloud computing
This AI stock jumped 163% this year, and Wall Street thinks it can rise another 50%. is that realistic?
SMCI is what everybody wishes they were investing in when they buy NVDA
Roughly $60,000 SOFI and SMCI Gainz in Two Weeks
Class action lawsuits (Super Micro Computer Inc - SMCI) and mutual funds
Is it a good time to buy SMCI ? For a long term holding?
Mentions
You the market is fraud when SMCI is trending again. MU to 500 tho
CVNA and SMCI been going hard in the paint already what do you mean?
yooo SMCI to the mooon !
You might want to start thinking about SMCI.
Nvidia GTC 2026 event is starting tomorrow and usually the partner companies mentioned during the event gets a nice spike. I am tracking the below stock. What are you watching? **Optical Connectivity** Coherent (COHR) Lumentum Holdings (LITE) Marvell Technology (MRVL) **Data Center Infrastructure** Super Micro Computer (SMCI) Vertiv Holdings (VRT) **Memory** Micron Technology (MU) Western Digital (WDC)
I wrote about this and specifically SMCI when it was probably $1000+ and getting added to the Sp500 and the Nasdaq (I believe after their fake accounting they were removed from the Nasdaq100 but it’s still in the sp500?) you can backdate it when I wrote about SMCI, questioning why CVNA PLTR were being added to sp500 and dumping on retail while the insideres were selling. You can backdate when it was added and see where we stand now. https://old.reddit.com/r/investing/comments/1ph3fb9/are_investors_getting_scammed_by_companies_like/
Due to the straight being closed the past 2 weeks ish, SMCI will miss earnings by 30%
SMCI looks good at this levels😉
I like how SMCI has come completely unscathed out of the Iran conflict, and its the only one I had puts on.
my only regret this year is convincing myself SMCI is not a steaming pile of garbage
SMCI bagholder here still waiting for the day yep
Another data center company to prop up because Coreweave and SMCI dont make money.
SMCI going to get a crazy erection
My thesis is always to look for strong companies with growing businesses. I don’t trade, and I generally only invest for the long-term. In early 2023 I bought $15,000 worth of SMCI. I didn’t expect it to blow up, they just seemed like a company with a decent business that was growing. A year later it had grown to $150,000. I didn’t trust the growth, and sold a third of it for $50k. It then collapsed and I eventually sold the remaining two thirds for $40,000. So it was April of 2024 and I had $90,000 sitting around to reinvest, and my eye fell on Applovin. Again, I wasn’t looking to hit it big, they just seemed like a well run company with a good product and a growing business. It was $75 a share at the time so I bought 1,000. A year later it had grown to $700k. APP has been up and down since then, now around $400, but where I finally thought SMCI was no longer worth owning, APP still seems to me to have a growth ahead, so I’m continuing to hold. To reiterate, I never looked for growth like that. I got extremely lucky with these two. Nevertheless, I think my thesis worked; I expected growth. It just happened faster than I expected. It’s nice when it happens, but you can’t count on it happening.
i've been digging into this but i will be short about it here and you can jump to your own conclusions the last time there was a supply chain issue with semis is when SMCI rallied the hardest
The price movement/narrative is very similar to SMCI when it was close to $1100 and I wrote about how SMCI was a scam pump and dump on retail. I used to work in this field and I’m not sure anyone buys SNDK for ram or enterprise stuff. This stock has 5% swings like SMCI had before a cratered.
nobody cares about SMCI anymore, that was so 2024. in 2026 the current trade in terms of AI is memory.
NTNX and SMCI are some of the most underrated stocks out there right now. Both have great earnings, low PE. SMCI has a short float of 17%. She is due for a massive run. NTNX having great earnings as people are running from VMware since Broadcom buyout. As a sys admin, I'm in these HEAVY!
Massive pump today that eliminates half the bers. The other half will also be eliminated on Wednesday when we pump off a CPI that is even more cooked than SMCI's books
Think HPE is a great options play between the averages of SMCI,DELL,CSCO,ANET which largest competitors to HPE and 80% of market segment theyre in between Networking and Ai infrastructure the move looks like it should be around 8% Adding 100 calls HPE open. propbably in 21.5 range. Expected stock price after this blood fed night expecting open around 20.5 and after earnings 22.2
AMZN - mainly because of their focus/investment in Robotics GOOG - youtube, AI, is undervalued right now UBER - innovative AUR - almost a leader in autonomous driving (future of trucking) BULL - massive upside, sitting on tons of cash and growing SMCI - i dont really believe in it and I think margin is a problem with them but they have significant upside. Undervalued right now RXRX - innovative, could be big in future ABCL - same reasons Hyundai HYMTF - they own boston dynamics - not easy to invest in this if youre in North America
Tech gonna be CHEAP after this is over. SMCI already at 10fpe
I'm highly diversified in SLV and SMCI
The real V is now SMCI $40 EOW
SMCI finally sees some life
Oracle down 60% SMCI down 75%. They make money too, but those numbers don't count for some reason.
SMCI gonna hit $40 today but I’m not gonna be awake to sell
SMCI to the stars tomorrow
I paperhanded SMCI shares when it was at 30
Bought 50 03/06 SMCI 35c for $300 and am up $600. If Broadcom moves the needle, this shit might go nuclear
Hopefully it brings up SMCI as well
SMCI feels like a fun lotto with AVGO earnings today
I wouldn't worry, this happened to me with BENF and SMCI made great money and also BNAI (which I panic sold at -50%).
I mean, check u/Consistent_Panda5891 's post history. [SMCI STOCK BEING FRAUDULENTLY SHORTED : r/wallstreetbets](https://www.reddit.com/r/wallstreetbets/comments/1iyu9or/smci_stock_being_fraudulently_shorted/) [Reddit - The heart of the internet](https://www.reddit.com/r/TheRaceTo10Million/comments/1iy8b9g/the_next_x60_smci/) A day trading degen who knows nothing about the market.
This is the kind of post everyone should see before they get too confident about their stock picks. I've done similar lookbacks on my own "conviction" ideas from a few years ago and the hit rate is embarrassingly low. The thing that stands out to me is that the actual 10x winners (VRT, SMCI, NVDA) weren't the ones people were hyping. They were mostly boring infrastructure plays that got pulled into a megatrend nobody fully saw coming. Meanwhile the "obvious" picks like BYND and CRSP had great narratives but the fundamentals never backed up the valuation. I think the honest takeaway isn't just "nobody knows" but specifically that narrative-driven picks have a way worse hit rate than fundamentals-driven ones. The companies that actually 10x'd had real revenue growth and expanding margins, not just a compelling story. Curious what process people use to actually separate the signal from the noise when researching stocks, because everything feels like a great narrative when you're buying.
I think you didn't read the entire comment chain. the pensions and 401ks have historically done very well, what's the problem? If the DD was bad, pension funds would be bankrupt, but they're not. Just because you disagree with the S&P's DD and decision to include hyped names like PLTR, controversial picks like SMCI and CVNA, doesn't mean the DD is bad. It just means your own individual investment preferences don't align with the S&P Also it's not the S&P's problem that the pension planners and 401k buys the S&P. The S&P is an ETF reflective of US large caps. If you think it's a scam, short it. Otherwise your words mean nothing.
I wrote years ago about SMCI CRWV and the Enron like accounting. It’s a scam I actually wrote about the accounting fraud years ago before it was known as roundtripping. I actually worked in this field hands on. You can back date the stock price SMCI when I said it was a scam around $1100 and about the CRWV scam before it was an IPO and would pump then crash https://np.reddit.com/r/wallstreetbets/comments/1bw9c8l/goldman_sachs_and_morgan_knowingly_offering_scams/ Also was one of the first to put AMD in datacenters probably 9 years ago and buying it at $1.80 wrote this when it was maybe $10 https://np.reddit.com/r/AMD_Stock/comments/9v1n6f/amazon_web_services_aws_pricing_amd_vs_intel/e994dka/ Said SMCI CVNA PLTR were being added to SP500 to dump on retail and I think everyone since added to sp500 has dumped hard after inclusion https://old.reddit.com/r/investing/comments/1ph3fb9/are_investors_getting_scammed_by_companies_like/
Looking back, it shows how hard it is to call 10x stocks. NVDA and SMCI were rare hits most picks fizzled. For the next 5 years, I'd focus less on moonshots and more on divesification broad EFTs for growth, plus a portion in real estate through platforms like Fundrise to smooth out volatility.
I thought SMCI would get a bigger sympathy bump
I got some meme contracts on SMCI would love to see EOM squeeze buying with 401k flows
For the first time I am genuinely feeling good about SMCI… 📈
Imagine watching SMCI pop 14% on their earnings and not buying dell lol..
how is an announcement of possibly firing a bunch of people make your company worth 20% more? SMCI, ORCL and others should take notice! lol
SMCI kinda looks okay but that profit margin sucks open ass.
Almost sold my SMCI calls for breakevnish yesterday right before close but then my dumbass got greedy hoping for a sentimental rally with Nvidia.... Now paying the price
Debating picking up MU or SMCI
SMCI about to run up again?
SMCI picking up steam and same with HIMS. Both bottomed out and rising
Trying to follow this one as I like SMCI. Can you give real life example using a date and strike for example? Not looking to copy at all, trying to just understand the process a bit better as I’m newish to options. Ie: 1: After SMCI drop for no reason, buy 45 DTE of SMCI for say 10% out of the money 2: … etc etc
Could be a mix of what HPQ and SMCI experienced. They'll make money but they'll be hurt in some areas as well. I like companies that are far closer to the profits.
Wait for volatile day. Find mispriced SMCI spread… say December 20/21 call spread for 45 bucks. Buy as many as I can. Wait for things to calm down. Buy cheap way out of money calendar spread that pays off if starts to go past my strikes. Sit back and make 80-150% return no matter what happens.
I sold all my SMCI last Friday and haven’t had the liquidity or market conviction to rebuy but I still visit it and think, “good for you SMCI. Proud of you.”
I’m happy SPY is moving but I don’t believe NVDA’s numbers and guidance one bit lol. Isn’t he homies with the SMCI dude that was cooking the books?
LMAOOOO SMCI gotta go up 50% here.
SMCI er are always more entertaining tbh lol
Honestly you're regarded if you hold LUNR at any point in the future. They are basically orbital SMCI.
aiming for 5,000% play on SMCI, bought 40 and 45 calls 3/6 around $30 a share… if nvida comes through we are looking at $38-$40 SMCI which will get me around 2,500% to 5,000%
aiming for 5,000% play on SMCI, bought 40 and 45 calls 3/6 around $30 a share… if nvida comes through we are looking at $38-$40 SMCI which will get me around 2,500% to 5,000%
Look at SMCI go. Interesting. Hummmm....
SMCI positive gamma, NVDA positive gamma, SPY positive gamma 🚀🚀🚀🚀
SMCI squeezing, nvda play 👀 i’m loaded up
To sell my SMCI calls while they are up or wait for tomorrow after NVDA earnings... of course we roll the dice
Ok full ported APP leaps, if applovin is doing fraud better be the CVNA type and not SMCI bullshit
I rotated out of SMCI into UNH. Then Buffet bought and I rode it up to $350 and then the feds decided not to fund Health Insurance. Still bag holder. I take the biggest loser crown
I just bought in Hims. I should’ve stayed with SMCI lol. Only moved to hims because SMCI CFO is still there after 14 months lol
Goldman Sachs tanked my SMCI calls before it ripped up 5% higher than my entry two days later Fuck them, lol
SMCI is the bane of my existence I just want out bro
CSP's on SMCI, QBTS, CC's on APLD. Load the boat on AMZN f' what you heard AMZN still the king.
SMCI pumped 12% when market was down . Dell is a big competitor can see it pumping but margins will be compressed for that industry
I have Bipolar I am BULLISH on NETWORKING infrastructure HPE CSCO ANET SMCI.. but I'm also bullish on PUTS on SPY because our US gov are fkn wusses and making us Americans look like clowns SMH.
Not sure if allowed, guess I will find out… anyone following or invested in MU / micron technology think that they’re topping out right now and is a good time to sell?? I’ve been questioning it over the past month… if I don’t sell and it goes back down to what it’s averaged since 2000 I’d be so bummed that I didn’t sell, but what if they somehow double or more what they’re at now in the next 1-10yrs, then I’d be bummed I didn’t stick in it. Just wanting some honest education opinions. It’s the only stock I’ve done this good on, well there was one other but I didn’t sell when they were at the top and have went from having had been able to make 45% on my investment to losing 45% on my investment, I had one chance since to sell and break even but honestly missed it and been waiting for that to come by again, for SMCI … thanks in advance for honest educated feedback
Considering putting the rest of my port into SMCI leaps and not logging back in my account until January
AMZN, MSFT, PLTR, SMCI…I can keep going
Yeah, we're just gonna pump like crazy when the market decides to change up sentiment on NVDA earnings. There's just a bunch of bullshit lines that stocks will never go under again. SMCI and 30, MSFT and 390, TSLA and 400, META and 600. We've bottomed for the foreseeable future.
Oh sure, today's the day SMCI finally decides to pop 5%.
SMCI is up due to a boutique shop note claiming that they partnered with Claude/Anthropic for TPU builds
SMCI just found boner pills
I don't recommend buying SMCI because this stock is very unpredictable; once the price rises, it tends to fall back more quickly.
What have I missed about SMCI today?
Hate it or Love it,but SMCI below 30 is always a buy