Reddit Posts
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 is a trash company but feels like that's mostly priced in? Might rocket on earnings surprise?
why is everyone going SMCI puts? much more undervalued than Dell/HPE (less than half PE and lower PEG)
Opened Today Aug 11 - Calls: CRWV • LITE • NBIS • QNT - Puts: SMCI Disclaimer: Not investment advice. More like slot-machine advice.
SMCI will go up coz all their C suites are already in jail so no more arrests can be made
**BanBet Created** ▲ | **Record:** 3W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **SMCI** | $33.50 (above) | $31.53 | +6.2% | 23h 60m |
Surely SMCI won't obliterate WSB? :ahyes:
Me every time I thought I was going to finally make money on SMCI after 2024.
Bought CRWV puts and SMCI calls based on nothing other than a coin flip
SMCI is a restaurant chain not a tech company cause them books is COOKED
Knowing SMCI it will cook its books
Knowing SMCI it will pump on earnings, so puts it is!
Anyone playing CRWV or SMCI earnings lol
SMCI what you all say??
No way Wall Street is going to let CRWV, LITE, SMCI, and FLY get over their expected moves in either direction for ER in AH. Not touching any options on any of these after last night's ERs.
Jefferies: "Our latest channel research shows that $SPCX and $CRWV plan to source their AI servers directly from Taiwanese $SMCI original design manufacturers (ODMs)"
Is it true that SPCX will buy server racks from SMCI instead of DELL?
Happy $SMCI Day everyone!
**BanBet Created** ▲ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **SMCI** | $33.00 (above) | $31.91 | +3.4% | Aug 13, 1:03 PM |
**BanBet Created** ▼ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **SMCI** | $30.00 (below) | $31.91 | -6.0% | Aug 13, 1:01 PM |
Anyone playing SMCI earnings today?
**BanBet Created** ▲ | **Record:** 0W - 2L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **SMCI** | $38.00 (above) | $31.45 | +20.8% | 23h 60m |
full port on SMCI calls at open, wish me luck for this last yolo lmao
Bullish SMCI Bullish CRWV
SMCI should dump -20% on earnings, but knowing this scam company they'll probably pump hard
SMCI calls. And then get puts for when their offices get raided again lol
SMCI puts CRWV puts NBIS puts
So SMCI puts and 45$ Jan calls after?
You actually think WSB is bullish on SMCI? Every time I mention SMCI I get downvoted and ridiculed lol. Anyways 110 45c exp 9/18 and 50 35c exp 8/21 see you in Valhalla.
🥱🥱🥱CRWV/ SMCI calls… anyways, whats next?
SMCI and CRWV has insane implied move tomorrow
ONON stocks + 5 options; SMCI stocks + 3 options; LITE 20 shares; JD stocks + 5 options
Praying for SMCI tomorrow. Need this bitch to start the move to $60. Then I need PYPL to get a takeover bid at $90 Then VITL to have a good Q3 and get to $20. IF all that happens I got myself a 7 figure account. When it obviously doesnt, I keep scrabbling
Thoughts on SMCI ?
SMCI 35c 8/21 lookin like a snack 💅
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,