SMCI
Super Micro Computer Inc
Mentions (24Hr)
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SMCI institutional buying before earnings
Who will get the biggest pop from earnings next week - Aug 10-15
Why I Think SMCI Is One of the Most Mispriced AI Stocks Right Now
Earnings week watchlist, these are the ones I'm eyeing next week
Thank me for the ride today :(.
Everything on my watchlist is bleeding, what's your move?
SMCI Most Undervalued Stock in the Market?
SMCI Shortsqueeze Part 2 (Initiation)
Why did Super Micro (SMCI) rip ~22% today? A $60B order book and a doubled margin guide
Looking for feedback on direction neutral LEAPS collar strategy
Super Micro (SMCI): the full file — the numbers, the owners, and what the filings actually show
Another month, Another Scandal...SMCI, the company that never disappoints LOL
Since you guys pumped Wendy can you pump another meme stock SMCI😭😭😭
Zoom the fuck out it’s a massive quantum network
Zoom the fuck out it’s a massive quantum network
NVDA annual meeting today at 9am PT, stock sitting around $200... anyone else watching this closely?
SMCI is co-building another new Gigawatt AI datacenter for Elon Musk / SpaceX
SMCI destroyed me today — who’s joining me in the trenches?
RELL (Richardson Electronics): The most misclassified AI infrastructure play Wall Street is completely ignoring? (Deep Dive)
Supermicro Announces Proposed $7.0 Billion of Equity and Equity-linked Financing Transactions To Fund AI Orders
OpenAI filed for IPO but is the entire AI hardware backlog a massive trap??
$725B AI Capex Arms Race: If AI Is “Crashing,” Why Are Big Tech and SpaceX Raising to Build More Compute?
$SMCI featured on Fox Business – potential catalyst for a breakout?
DELL is up 330% from its 52-week low and I still can't decide if it's a buy or a trap
Lol GRRR with more news. SMCI, YOTTA, NVIDIA, Gorilla.
CEG, GEV, VST: Retail FOMOing late into an exhausted investment cycle
Dell’s $24B AI monster quarter means the hardware supply chain is about to go crazyy
One The Most Overlooked Sleeper Plays in the Entire AI-Craze
Selling Covered calls on AI related stocks and throws my call deep ITM
SMCI's Collaboration With Taiwanese Authorities Leads To Arrests — A Look At Jensen Huang's Advice To Super Micro
CRWV feels like one of the purest AI infrastructure bets now, but is the runway already priced in?
In anticipation of NVDA earnings report, I bought a lot of stock.
Is SMCI (Super Micro Computing) the next INTC (Intel)?
$PENG: PENGUIN SOLUTIONS - The AI Infrastructure Sleeper Nobody Is Taking Seriously Yet
Up 250k in the last month from 17k initial… INTC AMD 90% of what I played.
Is there a reason Qualcomm went from 125 to 220 in a week? No one uses them for AI, edge computing, soon Apple will not use their modems
$ SMCI shorts are in serious trouble tomorrow $
AI bubble or early retirement? Yes
PSA: stop using IV rank in isolation, it's lying to you on earnings names
Super Micro Computer (SMCI): A Powerful AI Trend…UnderValued
~40k in Profit from Swing Trading 0DTE SPY Options
Have you missed me since 2022? I've missed all of you 🤣🤦🏼♂️💀
DD: SMCI's Co-Founder Got Arrested and I'm Just Sitting Here Holding PENG
23 MARCH 2026 , THE BIGGEST WINNERS AND LOSERS PRE-MARKET
How do you spot governance red flags when investing?
SMCI SUPER MICRO - Showing OVERSOLD after 2pm
VCX +199%, AZTR Doubles Overnight, SMCI Puts Go Nuclear — Is This “Roaring Kitty 2.0” or Something Else?
Supermicro stock plunges 26% after US charges co-founder with conspiracy to smuggle Nvidia chips to China
Holy crap, VCX up nearly 200%, AZTR x2, SMCI options printing – Reddit alert chain reaction in full effect?
The Indictment Relating to SMCI is Bullish
Indictment Relating to SMCI is Bullish:
SMCI Co-Founder Arrested for Smuggling $2.5 BILLION in Nvidia AI Servers to China
Look SMCI,how about Dell, Asus, Quanta Computer all smuggling B300,H200 to Shenzhen to sell. China want latest but not old H100 or H200.
Just in: SMCI co-founder charged over alleged Nvidia chip smuggling to China
SMCI just shit the bed.... Cofounder supplying chips to china
Mentions
SMCI shows a little leg and we all drop our guards
Maybe they should do a SMCI and just make shit up
Calls on SMCI EOD tomorrow? that scam company always finds a way to pump
WSB is always wrong, and now i see people bullish on SMCI. It’s time to buy puts
Meh, it is a matter of time before the next SMCI fraud shows up.
**BanBet Lost** — /u/Long-FDs (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **SMCI** ▲ | $29.63 → $40.00 | +35.0% | 2w | Lost |
SMCI lottos. $550 total at 40C for 8/14, 8/21
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **SMCI** ▲ | $38.00 (above) | $31.93 | $31.82 | +19.0% | Aug 13, 4:53 PM | | **Record** | 0W - 1L | 0% | - | - | - |
**BanBet Created** ▲ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **SMCI** | $38.00 (above) | $31.93 | +19.0% | Aug 13, 4:53 PM |
I hope SMCI makes a new 52 week low.
SMCI to $30 or $40 after earnings. No in between.
What are yall thoughts on SMCI
Well SMCI is expected to release earnings today of about $.96 for the quarter. 100% higher then last year. At this pace SMCI should show yearly earnings of $3.60 a share making this stock in the range of $90 to $120 a share!
SMCI is undervalued, but my concerns are bad company reputation, no moat, and bad cash flow.
My SMCI puts are getting hammered wth
SMCI is flagged for an explosive move for me, here's why (pulled from my earnings risk model): Last 12 quarters of 3-day post-earnings reactions: -26.8%, +0.1%, +17.7%, -8.9%, -17.5%, -11.5%, -9.0%, -2.9%, -8.8%, -16.1%, +15.9%, +27.1% That's 10 of the last 12 prints moving ≥8% in three days, median absolute move \~13.7%. EPS surprises have been just as unstable: -27.3%, -23.9%, then +41.0%, +34.5% the last two quarters — flagged by the model as "Erratic." No consistent beat/miss pattern to lean on, and estimates going into tomorrow have a wide spread (17 analysts, low $0.57 vs high $1.66 vs avg $0.96 — that's a huge dispersion band). Options are pricing a 27.9% expected move, and IV is running 1.58x above what the historical realized-move distribution would justify — so the market's already bracing for a big one, arguably over-bracing. No directional call here — the model flags tail risk, not direction. It's a pure volatility event either way. If you're holding size into this print, worth knowing you're sitting on a coin flip that's historically landed ±15%+ two-thirds of the time.
SMCI is flagged for an explosive move for me, here's why (pulled from my earnings risk model): Last 12 quarters of 3-day post-earnings reactions: -26.8%, +0.1%, +17.7%, -8.9%, -17.5%, -11.5%, -9.0%, -2.9%, -8.8%, -16.1%, +15.9%, +27.1% That's 10 of the last 12 prints moving ≥8% in three days, median absolute move \~13.7%. EPS surprises have been just as unstable: -27.3%, -23.9%, then +41.0%, +34.5% the last two quarters — flagged by the model as "Erratic." No consistent beat/miss pattern to lean on, and estimates going into tomorrow have a wide spread (17 analysts, low $0.57 vs high $1.66 vs avg $0.96 — that's a huge dispersion band). Options are pricing a 27.9% expected move, and IV is running 1.58x above what the historical realized-move distribution would justify — so the market's already bracing for a big one, arguably over-bracing. No directional call here — the model flags tail risk, not direction. It's a pure volatility event either way. If you're holding size into this print, worth knowing you're sitting on a coin flip that's historically landed ±15%+ two-thirds of the time.
SMCI is flagged for an explosive move for me, here's why (pulled from my earnings risk model): Last 12 quarters of 3-day post-earnings reactions: -26.8%, +0.1%, +17.7%, -8.9%, -17.5%, -11.5%, -9.0%, -2.9%, -8.8%, -16.1%, +15.9%, +27.1% That's 10 of the last 12 prints moving ≥8% in three days, median absolute move \~13.7%. EPS surprises have been just as unstable: -27.3%, -23.9%, then +41.0%, +34.5% the last two quarters — flagged by the model as "Erratic." No consistent beat/miss pattern to lean on, and estimates going into tomorrow have a wide spread (17 analysts, low $0.57 vs high $1.66 vs avg $0.96 — that's a huge dispersion band). Options are pricing a 27.9% expected move, and IV is running 1.58x above what the historical realized-move distribution would justify — so the market's already bracing for a big one, arguably over-bracing. No directional call here — the model flags tail risk, not direction. It's a pure volatility event either way. If you're holding size into this print, worth knowing you're sitting on a coin flip that's historically landed ±15%+ two-thirds of the time.
Selling part of my MU for SMCI, watch me catch a double L
SMCI could be a rocket. Pay attention to QUBT.
NBIS for biggest move, SMCI for the report I actually want to read.
The $60B order intake is real, but SMCI's problem was never demand—it's whether they can turn that revenue into actual margin without diluting shareholders to death.
Spicy indeed. RKLB, SMCI, CSCO, B, SPCE, LUNR, ASTS, NBIS, and HIMS all in the same week. It's like they hand-curated all the B-Team options picks for some sort of loss porn blood moon.
SMCI feels cooked after the accounting mistake or whatever competitors scoring their contracts now.
If SMCI could surprise and go up 40% i wouldn't be mad at all
ASTS RKLB SMCI NBIS remember the names
SLV, RKLB, ASTS, SMCI and ONDS - plays of the week
No SMCI yes IREN INFQ
SMCI gonna go down 18% immediately after earnings. Book it.
My plays this week are SMCI 35c and 45c along with SPY 780c. God speed regards.
$HTZ 2.50 call $Oscr 29 Call $SMCI 34 call
I said the opposite you didn’t read it I explain how it isn’t the same their profit margins are much different the GPU servers are very expensive it cost a lot for SMCI to run their business but if they are able to improve margins and I’m expecting a good earning report so I would say SMCI looks good for the short term they already spent the 7 billion to fulfill the 39 billion ai server orders and people who are saying they are gonna do it again this earning is wrong basically they growing more than what they can keep up with
Need SMCI to pump so my HPE and Dell positions go up.
who's ready for SMCI earnings? we gonna get tendies?!
How the f is SMCI still going up?
im calling RKLB and SMCI on monday
SMCI and RKLB up, ASTS down
I think SMCI is a great play. So much shady stuff with them in the news and the stock still held strength and it’s back at 30 now. Solid stock to sell puts on especially with a longer DTE
I don’t know hey but I feel like SMCI will pop
guys who is buying SMCI calls with me ahead of aug 11 earnings
SMCI - never underestimate the power of fraud!
im optimistic about the upcoming SMCI earnings on aug11th,
im gonna load up on calls for SMCI and RKLB on monday
what is the move for SMCI earnings happening on august 11th
I'm going with ONDS and SMCI.
SMCI please fly and I will tell everyone here I have a super micro penis
Thinking of a buy-write on SMCI into earnings.
Anyone doing SMCI play? I have 45c and 35c
SNDK will not be the next SMCI we bouncing to 2k boys.
SMCI to the moon plz
Regarding accounting : They have an adverse opinion on controls but their revenue numbers are endorsed by their auditors . Poor controls are something to expect when you grow / scale exponentially & too fast , it’ll be fixed over tome People comparing this to an enron type of fraud is dishonest or ignorant at best Regarding the smuggling of chips/ servers , media article here is pure bad faith ,yes . Basically , the same thing (third non authorized party company buy the servers from the original customer ) happened to Dell and others manufacturers , but when it’s SMCI it’s presented as a global conspiracy , when it’s Dell it’s OK & nobody seems to care .. lol Individual rogue employee (like 3 or 4 so far )are indicted, company is not & help the authorities to track them down .. lol The DOJ report explains how the rogues employees manage to fool rhe internal control several times, all of this is written & documented btw . People are free to stay in their echo chamber , but the truth is that the company is still not indicted of anything after 2 years of heavy legal scrutiny , and are one of the core suppliers for AI infrastructure , with a better TTO . Add to that insane growth & improving margins even with a constant media narrative + constant fud ..
I doubled up on SMCI on previous drop….came back, I sold, and lucky I did cuz it dropped again. It will go up and down. You may win or you may lose, depends on how long you hold and when.
I bought SMCI because my dad owned it through those crazy times and we lol about it going up and down , 💀 and 🚀 and to the 🌕 jokes via text weekly. He’s 81 and I’m 49. I love my private wsb chat with my dad. ❤️❤️
SMCI Bag Holders: Why is it not pumping? SMCI: https://preview.redd.it/p4bo6dxfe1ih1.jpeg?width=938&format=pjpg&auto=webp&s=45cbd2cd383c46a0ff092e2eba00b2179d551ba8
What idiot thinks SMCI should trade like MU? lol
ok bois, my covered calls fucked me today which means I have ample cash available. Thinking of short atm puts on ONON --> SMCI and LITE, then long puts on CAVA, followed by puts on CRBS and short atm puts on LUNR
The thing about SMCI is that they used to make the absolutely best server hardware. I’m talking waaaaay before the AI boom. Is this still the case?
SMCI feels like calls, but inverse me if you wanna actually make money
Im optimistic about the earnings because management had already announced a record order growth, higher-than-expected gross margins around 15–17% and a record backlog, which is good because that means the demand in the market is still there. If those improvements carry through to the full earnings report and I think analysts are gonna start to reprice SMCI way higher
Thanks I already lost enough money to SMCI’s illegal importing, account faking and self auditing.
Holy fuck what you type into chat gpt. Give me all the reasons why SMCI is special like me. Who the fuck reads these. Hopefully when chat was making this for you it was on competitors server.
$SMCI The market is still pricing in last year’s fears while ignoring today’s fundamentals. The company just reported over $60B in new orders, a record backlog, and raised expected gross margins to 15–17% from 8.2–8.4%—a massive improvement that could drive much stronger earnings than investors were expecting.
I have 10K, what to invest? etf robotics, etf quantum, RDDT, SMCI, NBIS/IREN/CRWV.
Blessings man, bring some over to $SMCI
By the way, used those "premature sales" to get in early on SLS which has now tripled, so instead of waiting patiently for months with sunken-cost-fallacy for LUNR, SMCI and POET to recover, it has made far more than I would have if I had somehow timed the tops of those positions. Was a bit lucky of course, as much of this is, but taking nice profits is often better than taking perfect profits.
Nice. Cashed out AMPX at the exact same time you're talking about then got left behind as you described...as well as PL, LUNR, SMCI and POET. Beat the crap out of a pillow but soon watched as they all crashed from those unsustainable highs. If I would have held passively through those highs until now, I'd be way down on everything. Of those, I did hold PL and curse not selling it at 50 or even 30 every day, but also relieved I dumped everything else despite missing the extra 20% profits. Tough to find a balance. Now I put a Trailing Stop for 50% of it and hold the rest, which is still a trial in progress but psychologically should balance the euphoria of profit and ease the pain of bag holding.
I bought 7400 shares of SMCI pray for me
Should just make them up like SMCI and the POTUS
That’s what I worry. I never sell call on SMCI but just did today. Now if it prints …:( :(
lmao you just bought the top guy’s contract, the circle of WSB life is beautiful that $0.09 fill is gonna print when SMCI moons purely out of spite
no, cost savings in training is NOT the same as cost savings in operation. The training with frontier models does not save in the operation side... no amount of using of frontier models will save in compute requirements. Give credit to the programmers man. SMCI don't blame china for that. Thats purely the excs fault for doing something illegal. China has an order out on the market, waiting to be filled, its the trade specialists that know what to fill or not. The execs KNEW they are doing it illegally, . This is a trade specialists (ie import/export/sourcing/trade manager) job to know the rules and they get paid handsomely for it 100k-200k is common and 300k and above is not unhead of. ASML China stealing IP because hiring the employee they fired? Really? It is also the same for virtually all the employees fired in the lasts 4 years with the China/Chinese crackdown in the USA.... across the board yet no one is claiming IP theft in those fields due to hiring but only tech.
Is SMCI a real company or just a meme stonk?
SMCI going to ride SpaceX capex spend going up 65%